{"id":50967,"date":"2017-11-27T14:42:52","date_gmt":"2017-11-27T19:42:52","guid":{"rendered":"http:\/\/thedisciplinedinvestor.com\/blog\/?p=50967"},"modified":"2017-12-31T12:00:52","modified_gmt":"2017-12-31T17:00:52","slug":"tdi-podcast-highlights-retail-bitcoin-stocks-and-giving-thanks-536","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2017\/11\/27\/tdi-podcast-highlights-retail-bitcoin-stocks-and-giving-thanks-536\/","title":{"rendered":"TDI Podcast Highlights: Retail, Bitcoin Stocks and Giving Thanks (#536)"},"content":{"rendered":"<p><strong>Market Update &#8211; Short Holiday Week with the Thanksgiving Holiday and early close on Friday:<\/strong><\/p>\n<div class=\"su-list\" style=\"margin-left:0px\">\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> S&amp;P 500: 0.95%<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Dow: 0.86%<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Russell 2000: 1.68%\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> All time high with expectations for a passing of a tax bill coming soon.<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> NASDAQ: 1.50%\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Larger names are moving the NASDAQ (MSFT, AMZN, GOOG).<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Crude Oil: 3.95%\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Multi-month high.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Concern in the Middle East causing markets moving higher.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> OPEC potentially extending their production cuts.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> A lot has to do with Aramco IPO.\u00a0 Saudi selling off a major portion of their oil business.\u00a0 As oil rises, the larger potential for a successful IPO.<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> U.S. Dollar Index: (0.97%)<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> YTD U.S. Dollar Index: (9.25%)\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Helping push Oil higher, but many of the metals not following suit.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Safety in precious metals may be replaced by crypto-currencies.<\/div><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<p><strong>Listen To This Week&#8217;s Podcast:<\/strong><\/p>\n<div class=\"su-audio\" data-id=\"su_audio_player_69d2e39c9caf8\" data-audio=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode536.mp3\" data-swf=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/plugins\/shortcodes-ultimate\/vendor\/jplayer\/jplayer.swf\" data-autoplay=\"no\" data-loop=\"no\" style=\"max-width:60%\"><div id=\"su_audio_player_69d2e39c9caf8\" class=\"jp-jplayer\"><\/div><div id=\"su_audio_player_69d2e39c9caf8_container\" class=\"jp-audio\"><div class=\"jp-type-single\"><div class=\"jp-gui jp-interface\"><div class=\"jp-controls\"><span class=\"jp-play\"><\/span><span class=\"jp-pause\"><\/span><span class=\"jp-stop\"><\/span><span class=\"jp-mute\"><\/span><span class=\"jp-unmute\"><\/span><span class=\"jp-volume-max\"><\/span><\/div><div class=\"jp-progress\"><div class=\"jp-seek-bar\"><div class=\"jp-play-bar\"><\/div><\/div><\/div><div class=\"jp-volume-bar\"><div class=\"jp-volume-bar-value\"><\/div><\/div><div class=\"jp-current-time\"><\/div><div class=\"jp-duration\"><\/div><\/div><div class=\"jp-title\"><\/div><\/div><\/div><\/div>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/podcast-summary\/\" target=\"_blank\" rel=\"noopener\">Click HERE For More Podcasts<\/a><\/strong><\/p>\n<hr \/>\n<p><strong>Economic Update for Last Week:<\/strong><br \/>\n<div class=\"su-list\" style=\"margin-left:0px\">\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Leading Indicators: 1.2% vs. Expectations of 0.9%.\u00a0 Revisions also higher.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Existing Home Sales: 5.48 Million vs. Expectations of 5.43 Million\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Housing prices have been consistently moving higher.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Housing sales are key to the economy.<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Durable Goods Orders: (1.2%) vs. Expectations of 0.3%<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Durable Goods Ex Transports: 0.4% vs. Expectations of 0.5%<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> UMich Consumer Sentiment: 98.5 vs. Expectations of 98\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Confidence is very high.<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> FOMC Minutes\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Bias towards the continuation of raising interest rates.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Why aren&#8217;t we getting any inflation with unemployment levels low, low interest rates and QE?<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<p><strong>Economic Update for The Coming Week:<\/strong><br \/>\n<div class=\"su-list\" style=\"margin-left:0px\">\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> New Home Sales &#8211; Lots of optimism here.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Case Shiller and Consumer Confidence &#8211; Usually falls on one of the last days of the month.\u00a0 We have witnessed markets do quite a bit of window dressing after these numbers.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> GDP &#8211; Looking for 3.2%<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> FED&#8217;s Beige Book<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Personal Income and Spending &#8211; Expectations are for a small positive change.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> ISM Manufacturing Index<\/li>\n<\/ul>\n<\/div>\n<p><strong>Podcast Summary:<\/strong><br \/>\n<div class=\"su-list\" style=\"margin-left:0px\">\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Last weeks <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/2017\/11\/19\/tdi-podcast-investing-in-private-equity-535\/\">Podcast on Private Equity<\/a><\/strong> was very enlightening.\u00a0 We don&#8217;t get to talk about it very often, but this was very educational.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Let&#8217;s give thanks to:\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Markets are giving thanks to a seasonal bias to the Thanksgiving week.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Health, Friends, Family, Clients.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Listeners &#8211; Thank you for all of your support.\u00a0 Always feel free to reach out to us with your questions, comments and suggestions.\u00a0 You are what drives the discussion and make it interesting.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Technology &#8211; To be connected with people we wouldn&#8217;t normally be able to connect with.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Those who protect our great nation keeping it safe and secure.<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> BitCoin:\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Cypto-currencies are becoming a cult like experience where friends and families are reaching out to all they know to get into the space.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Lots of buzz surrounding all the different currencies that are available within the marketplace.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> BitCoin investment trusts and companies that service cryptos are being used as a proxy for an investment into the product.\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Bitcoin Investment Trust (GBTC) &#8211; It is an OTC-listed investment vehicle that gives investors exposure to the price movement of bitcoin without the challenges of buying, storing and safekeeping it. The shares of Bitcoin Investment Trust track the market price of bitcoin.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Riot Blockchain Inc. (RIOT) &#8211; This Nasdaq-listed company has exposure to cryptocurrency through targeted investment in the sector, primarily bitcoin and Ethereum blockchains. The company has made strategic investments in exchanges such as Coinsquare.io, Tesspay.io and Verady.com. The company is also in bitcoin mining.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Social Reality Inc. (SRAX) &#8211; It is in an internet advertising and technology company. The company recently announced plans to launch an initial coin offering, or ICO, to sell BIGtoken, a digital currency customers can earn for sharing data.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Xunlei Ltd. (XNET) &#8211; Xunlei is a cloud-based acceleration technology company that recently launched the Onecloud project, a content delivery network with its own digital currency. The blockchain of Onelcoud coin, which is meant to be distributed to device holders depending on their contribution to the network, was launched Oct. 12.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Overstock.com Inc. (OSTK) &#8211; Overstock.com has recently tied up with Coinbase, a cryptocurrency exchange, to become the first retailer to accept digital currency. The company allows purchase of Overstock.com products using Bitcoins.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> MGT Capital Investments (MGTI) &#8211; together with its subsidiaries, focuses on acquiring and developing a portfolio of cybersecurity technologies. It intends to address various cyber threats through protection technologies for mobile and personal tech devices, as well as corporate networks. The company also engages in bitcoin mining operation.<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Movement for Cryptos are reminiscent to the dot com craze.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> What to watch for: Look for an exhaustion gap higher and then a turn lower which could signal a change in trend.\u00a0 Some examples of this happening include:\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Shipping Companies<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Veritone (VERI) and the potential for Artificial Intelligence taking over the world.\u00a0 See the August to October reversal.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Nice Week for Retail Stocks with Black Friday and Cyber Monday sales being the driving force:\n<ul>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Seeing less discounting this year which would be good for company profits.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Crowds looking for doorbusters do not appear to be there anymore.<\/li>\n<li><i class=\"sui sui-caret-right\" style=\"color:#0a6b96\"><\/i> Plenty of retail stocks moving higher on the expectations of increased revenues.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Market Update &#8211; Short Holiday Week with the Thanksgiving Holiday and early close on Friday.<\/p>\n","protected":false},"author":1,"featured_media":50980,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[510,12],"tags":[511],"class_list":["post-50967","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blogandupdates","category-markets","tag-podcast-highlights","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/50967","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=50967"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/50967\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/50980"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=50967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=50967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=50967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}