Central Banks boost rates, bond yields fall. Powell says banking system is strong and resilient! Yellen says not planning on full backstop. Double talk and backspeak – only meant to confound and confuse. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (DB), (CS), (GLD), SLV), (BAC), (JPM ..read more

Banks are in the tank – bad mojo out there. The Fed and Treasury getting out the playbook – keep up confidence at any cost! QT turns to QE – half of April’s QT bought back – just last week! Guest – Anthony Scaramucci discusses some really interesting topics such as the Avatars of Our Anger, the ongoing Jihad to punish bank execs and his take on bitcoin. Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Prior to founding SkyBridge in 2005, Scaramucci ..read more

A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022. It is a good practice to see what you got right and what you got wrong to help make better decision in the future. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (META), (AAPL), (GOOG), (RBLX), AMZN ..read more

From the Outhouse to the Penthouse – Cash that is… GDP comes in well above expectations – inflation not relaxing Consumer Discretionary stocks out of favor – AI is the buzz these days A quick lesson on Risk Management. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (HD), (W), (M), (DDS), (ETSY ..read more

Bullard – Bullard – The Hawk comes back – sinks market with a quick comment. I got a $1,500 water bill this month! That’s inflation. We also got hot inflation numbers this week – that is a concern. And our Guest, Brian Shannon from Alphatrends.net Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s tur ..read more

AI is the newest phrase to catch the imagination of investors. All hoping they are getting in on the next Apple. A few comments on disinflation and the charade the Fed is trying to pull. What we are seeing is the “amateurish-fad-based-push-up-the-market-for-any-reason-daily-grind” is in full swing – but that may not last long. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (BBBY), (MSFT), (BIDU), (AI ..read more

Lousy earnings, stocks go higher. Fed stays somewhat hawkish, stocks go higher. Blowout jobs report, stocks go higher. Short squeeze games anyone? This week’s guest – Erik Townsend with MacroVoices Check this out and find out more at: http://www.interactivebrokers.com/ Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT’s Artificial Intelligence ..read more

GDP looking good, inflation, coming down – Now Waiting for the Fed’d decision next week. Earnings outlook – murky at best while  markets in full melt-up mode – kind of fun to watch. Out guest John Williams , founder of ShadowStats Check this out and find out more at: http://www.interactivebrokers.com/ John Williams””founder and publisher of ShadowStats.com.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulti ..read more

Big hopes for a little hike next meeting. January’s rally starting to fizzle a bit. Big Layoffs, Capex Cut announcement – all ahead of earnings reports .. Frank Curzio – freshly back from CES in Vegas. He has a slam the table stock he is pitching. Check this out and find out more at: http://www.interactivebrokers.com/ Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well r ..read more

CPI hits the bullseye – perfectly inline with expectations. Optimism returns – market on the move – but what about those pesky valuations? Earnings season – starts…right now. Our guest Alex Shahidi – Evoke Advisors, talking about Risk Parity. Check this out and find out more at: http://www.interactivebrokers.com/ Alex is a Managing Partner and Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulti ..read more