The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother. Podcast: Play in new window | Download (Duration: 1:02:30 — 42.9MB) | Embed
Podcast: Play in new window | Download (Duration: 1:02:30 — 42.9MB) | Embed
Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more… Podcast: Play in new window | Download (Duration: 56:57 — 39.1MB) | Embed
Podcast: Play in new window | Download (Duration: 56:57 — 39.1MB) | Embed
The computers took over once the (false) Tweet was released that there was a bombing in the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, Apple (AAPL) earnings and more…. Podcast: Play in new window | Download (Duration: 59:34 — 40.9MB) [...]
Podcast: Play in new window | Download (Duration: 59:34 — 40.9MB) | Embed
Now that was “fun” no? Gold plunged and we discuss the reasons and the rationale. What to do next? Bitcoin and many other topic that you will want to hear are explores in this episode. Podcast: Play in new window | Download (Duration: 1:05:47 — 45.2MB) | Embed
Podcast: Play in new window | Download (Duration: 1:05:47 — 45.2MB) | Embed
We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the [...]
Podcast: Play in new window | Download (Duration: 1:00:08 — 41.3MB) | Embed
Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more… Follow @andrewhorowitz Follow @therealdvorak Podcast: Play in new window | Download (Duration: 55:40 — 38.2MB) | Embed
Podcast: Play in new window | Download (Duration: 55:40 — 38.2MB) | Embed
China’s economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge – one of us is short and the other long…. Hear all about our thoughts on the markets Follow @andrewhorowitz [...]
Podcast: Play in new window | Download (Duration: 58:55 — 40.5MB) | Embed
Sequestration is discussed and we look into what exactly it actually means. The recent moves on the YEN as well as some insight into the potential for a market correction (crash?) by Friday. A few stocks we explore as well. Follow @andrewhorowitz Follow @therealdvorak Podcast: Play in new window | Download (Duration: 1:00:16 — [...]
Podcast: Play in new window | Download (Duration: 1:00:16 — 41.4MB) | Embed
Lots of catch up as we missed last week. Gas prices are off the charts and the addition of higher taxes due to the loss of the payroll tax holiday reminded us of a conversation we had a few years ago. Dell, Herbalife, Apple and a host of other stocks discussed. Podcast: Play in new [...]
Podcast: Play in new window | Download (Duration: 1:00:19 — 41.4MB) | Embed
We discuss Dell (DELL) going private, the amazing run of the Japanese markets and more. Also a few interesting stocks and an analysis of eatnings. Podcast: Play in new window | Download (Duration: 59:05 — 40.6MB) | Embed
Podcast: Play in new window | Download (Duration: 59:05 — 40.6MB) | Embed
