Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. The Debate breathes life into a few sectors. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of…

In this episode: Never forget… Remembering 9/11 [0:31] Takeaways from last night's presidential debate [2:47] This stock's movement proves who won the debate [5:10] How ABC embarrassed itself [8:20] Were any voters swayed by the debate? [14:26] Why markets are bouncing around following the debate [18:05] How much the Fed should cut rates by next we…

September – not usually the best seasonal trends A question: Diversification – what is it and why do I need it? Active Management and Passive Strategies – a primer. 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 – H…

In this episode: When it pays to be a contrarian [1:26] Why the manufacturing slowdown is actually a positive [5:11] A rant about retail "shrink" [8:08] Is NVDA a monopoly? [10:23] Proof AI is not in a bubble [14:17] NVDA is a better buy than MSFT or AAPL [19:40] This Friday’s job data is critical for the Fed [20:17] An alternative to stocks for ne…

How to stay the course – even through time of doubt What’s up with the consumers anyway? Powell’s outlook moves markets – predictable And our guest – Brian Dress from Left Brain Wealth Management Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio o…

In this episode: It’s Nvidia’s world, and we’re all living in it [0:31] We could see a global selloff if NVDA disappoints [4:56] Why short sellers are targeting Super Micro Computer [11:16] Intel continues to be a disaster [13:26] This alarming tech stock is on the rise [18:15] Why this rate cut cycle is different [22:44] China is in a lot of troub…

Is the end of “peak commodities” a possibility and what is the cycle that we may see in the near future. The Fed and Jackson Hole – they need to ring the victory bell already and then step aside. Our guest, Carley Garner Futures and Options Trader on the outlook for commodities. Carley Garner is a futures and options broker with DeCarley Trading, a…

In this episode: The jobs data revisions are a joke [2:56] I’m getting extremely bullish on this aggravating sector [8:18] Are economists worthless? [14:15] The current environment is perfect for Target and Walmart [18:14] The DNC’s price controls are a terrible idea [25:09] Do the Democrats have a shot in November? [33:37] Insights into the auto m…

The “carry” trade blows up – But now: Fully Resolved Economic Indicators Bad – but that good news for markets Under the radar layoffs happening… Gust Anthony Scaramucci , Founder, Skybridge Capital (Who has a few things to say about politics and the election). Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative…

The Fed’s green light to cut rates [2:29] What’s behind rising insurance costs? [4:18] The future CPI data you must watch for [11:53] Why the Fed could cut rates by 50 basis points in September [14:38] Is Home Depot a buy after pulling back? [21:40] The market has a lot of bullish momentum through year-end [24:58] Are Starbucks or Chipotle buys aft…

3-days and it all changed… Yen Carry trade – Central banks breaking things. Markets move and investors freak out and The VIX makes a historic move. This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Da…