{"id":4610,"date":"2009-08-16T23:59:50","date_gmt":"2009-08-17T03:59:50","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=4610"},"modified":"2016-09-20T04:54:41","modified_gmt":"2016-09-20T08:54:41","slug":"tdi-podcast-122-mish-how-long-can-this-rally-last","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2009\/08\/16\/tdi-podcast-122-mish-how-long-can-this-rally-last\/","title":{"rendered":"TDI Podcast 122: Mish &#8211; How Long Can This Rally Last?"},"content":{"rendered":"<p>Guest: Mike &#8220;Mish&#8221; Shedlock of Sitka Pacific discusses the bid on bonds and what that means for the markets. In addition, we review the price reductions that are being seen globally and how that will effect long term spending, earnings and unemployment. We also discuss the current CPI numbers and the outlook for the global markets.<\/p>\n<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/08\/itunes_subscribe-1.jpg\" alt=\"\" width=\"93\" height=\"33\" \/><\/a><\/p>\n<p>Andrew also provides a discussion on stock screening and how to use Quantitative investing <!--more-->process to your advantage. (See below for a sample of the screen results)<\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"#podcast\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST NOW<\/span><\/a> | <span style=\"color: #000000;\">LISTEN<\/span> <span style=\"color: #000000;\">@<\/span> <a title=\"Zune Subscribe\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211;<span style=\"color: #000000;\"> @<\/span> <a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\">___<br \/>\n<\/span><\/strong><\/p>\n<h4 style=\"text-align: center;\">This episode is sponsored by <a title=\"GoToMeeting\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/www.gotomeeting.com');\" href=\"http:\/\/www.gotomeeting.com\/podcast\" target=\"_blank\"><strong>GoToMeeting<\/strong><\/a>. Try it free for 30 days<\/h4>\n<p style=\"text-align: center;\">___<\/p>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/08\/mish2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-752 alignleft\" style=\"margin: 5px;\" title=\"mish2\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/08\/mish2.jpg\" alt=\"mish2\" width=\"92\" height=\"98\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><strong>Mike \u201cMish\u201d\u009d Shedlock <\/strong> is a registered investment advisor representative for <strong><a title=\"SitkaPacific Capital Management\" onclick=\"urchinTracker ('\/outbound\/article\/www.sitkapacific.com');\" href=\"http:\/\/www.sitkapacific.com\/\" target=\"_blank\"><span style=\"color: #2255aa;\">SitkaPacific Capital Management<\/span><\/a><\/strong>. He is a regular guest on TDI Podcast and has helped thousands of listeners protect their money during these very turbulent financial times. As Mish tells us, <em>\u201cSitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.\u201d\u009d<\/em><\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">Click <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/08\/tdipodcast122.pdf\"><strong>HERE <\/strong><\/a>for the QUANT Screen Results discussed in this episode.<\/p>\n<p style=\"text-align: center;\"><em>(Click Image to Enlarge<\/em>)<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/08\/tdicorescreen-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4613\" title=\"tdicorescreen\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/08\/tdicorescreen-1.jpg\" alt=\"tdicorescreen\" width=\"502\" height=\"174\" \/><\/a><\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: left;\"><strong>Stocks discussed in this episode:<\/strong> Medco Health (MHS), Express Scripts (ESRX), Campbells Soup (CPB), Peabody Energy (BTU), Consol Energy (CNX), Cerner (CERN), Flir Systems (FLIR), RalCorp (RAH), Walter Energy (WLT), Green Mountain Coffee (GMCR), SOHU.com (SOHU), World Fuel Services (INT), Olin Corp (OLN), Hexcel Corp (HXL) and many more&#8230;..<\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\">\n<h4 style=\"text-align: center;\">Click below for the 14 minute virtual tour<br \/>\nof the <a href=\"..\/mailbox\/tdi-investment-fund\/\">TDI Managed Growth Strategy<\/a><\/h4>\n<p style=\"text-align: center;\"><a href=\"..\/mailbox\/tdi-investment-fund\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"..\/ads\/TDIMG.jpg\" alt=\"\" width=\"205\" height=\"308\" \/><\/a><\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\"><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_3666\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('3666','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=4610-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode122.mp3\">Download<\/a> ()<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Guest: Mike &#8220;Mish&#8221; Shedlock of Sitka Pacific discusses the bid on bonds and what that means for the markets. In addition, we review the price reductions that are being seen globally and how that will effect long term spending, earnings and unemployment. We also discuss the current CPI numbers and the outlook for the global [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_3667\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('3667','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=4610-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode122.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode122.mp3\">Download<\/a> ()<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[12,9,296],"tags":[481,483,482,297,490],"class_list":["post-4610","post","type-post","status-publish","format-standard","hentry","category-markets","category-podcasts","category-shownotes","tag-economy","tag-markets","tag-podcasts","tag-show-notes","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/4610","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=4610"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/4610\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=4610"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=4610"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=4610"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}