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DHUnplugged #646: COCO Bond Rug-Pull

Posted on Tuesday, March 21st, 2023 at 10:14 pm.

No rest for bankers – weekend overload to quiet markets.

COCO bond rug pull – billions lost

The Fed in a no-win position this week. Rate decision meeting Wednesday.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #645 – 2 Day Crisis?

Posted on Tuesday, March 14th, 2023 at 10:17 pm.

Banks get smoked as depositors run scared.

Fortunately we get a Sunday Night STICK SAVE!

We have some bones to pick – bad math and even worse work ethics.

Where are the bargains? We have some thoughts.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #644: Switcheroo

Posted on Tuesday, February 28th, 2023 at 10:24 pm.

China making moves. Elon gets his crown back and reversal of fortunes.

March is just ahead – rates could spoil the party.

Baby Bonds are back on the menu…

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #643: Doomsday Meltdown

Posted on Tuesday, February 21st, 2023 at 10:10 pm.

Markets are feeling the pain of a Fed that just can’t make up its mind.

Earnings from retail – not so good.

Global warming is the reason for this all!

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #642: Slash,Cut and Fly

Posted on Tuesday, February 14th, 2023 at 10:19 pm.

The sky is falling – literally.

We are seeing markets applaud spending cuts – but how far does that reach?

An update on inflation and the Fed’s latest shenanigans.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #641: Church of What’s Hot

Posted on Tuesday, February 7th, 2023 at 10:23 pm.

Superbowl mania – what we think (not that anyone cares)

China balloons, market bubbles and plenty of frothy convo.

An update on the Weekly Stock pick’s game and the current Closest to the Pin

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #640: Waiting for Something

Posted on Tuesday, January 31st, 2023 at 10:15 pm.

A new CTP announced – the first one for 2023.

There is a new buzzword and it moves stocks pretty substantially.

Big week ahead, earnings and the FED – coming at us at full speed.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #639: You Are Obsolete

Posted on Tuesday, January 24th, 2023 at 10:17 pm.

Europe is not the hot investment ticket.

The markets like all the bad news – layoffs, weak economics.

A big trade in 2022 pays off – billions and billions.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #638: Those Vigilantes!

Posted on Tuesday, January 17th, 2023 at 10:09 pm.

Financials reporting – mixed results. All much worse than a year ago.The HOPE trade is looking for a kindlier and gentler Fed.

China has an interesting update on their population.

Yield Curve inversion is real – pay attention.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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DHUnplugged #637: Keep ‘Em Fat

Posted on Tuesday, January 10th, 2023 at 10:20 pm.

Greatest scam ever! Keep em’ FAT!

2023 outlook – what comes next.

Updates on New Years and the weather in Cali.

Announcing the winner of the 2022 Closest to The Pin Cup!

PLUS we are now on Spotify and Amazon Music/Podcasts!


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    Andrew Horowitz
    Andrew Horowitz
    @andrewhorowitz

    Remarkable that markets continue to believe that comments and predictions of Fed speakers - after all they have gotten wrong over the decades.

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    3:48 pm · March 24, 2023
    Twitter
    Andrew Horowitz
    Andrew Horowitz
    @andrewhorowitz

    NEW WORD TO WATCH FOR: "Resilient" (When describing banks/system)

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    2:15 pm · March 24, 2023
    Twitter
    Andrew Horowitz
    Andrew Horowitz
    @andrewhorowitz

    @Scaramucci on The Disciplined Investor Podcast - previewing his podcast - "Open Book" thedisciplinedinvestor.com/bl…

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    12:17 pm · March 23, 2023
    Twitter
    Andrew Horowitz
    Andrew Horowitz
    @andrewhorowitz

    The Fed peeps no longer have the ability to trade ahead of a crisis as their insider trading ability has been stripped away - so maybe they are no longer interested in what happens.

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    3:18 pm · March 22, 2023
    Twitter
    Andrew Horowitz
    Andrew Horowitz
    @andrewhorowitz

    The Old "RUG-PULL" playbook. A Fed preview and a look at current valuations. Plus some fun of course... dhunplugged.com/2023/03/21/dh… @THErealDVORAK #podcast

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    2:15 am · March 22, 2023
    Twitter
    Andrew Horowitz
    Andrew Horowitz
    @andrewhorowitz

    We are live! #DHUnplugged Podcast with @THErealDVORAK and @andrewhorowitz dhunplugged.com pic.twitter.com/0bGT1IFkgS

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    12:55 am · March 22, 2023
    Twitter
    Anthony Scaramucci
    Anthony Scaramucci
    @Scaramucci

    TDI Podcast: Open Book with Scaramucci (#808) | The Disciplined Investor many thanks to @andrewhorowitz for having me on. thedisciplinedinvestor.com/bl…

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    1:26 am · March 21, 2023

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    * Horowitz & Company, Inc. is registered as an investment advisor with the State of Florida and conducts business in other states where it is properly registered or is excluded from registration requirements. Registration does not imply any level of skill or training.

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