Andrew Horowitz

Andrew Horowitz

67p

319 comments posted · 0 followers · following 0

6 hours ago @ TDI Managed Growth Str... - Natural Gas Pricing · 0 replies · +1 points

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Really?

Did not notice ....renaming to symbol UGH

Paired trade was working after gas inventories.. Me thinks it was just no traders willing to take weekend position

:-)

Andrew

9 hours ago @ The Disciplined Investor - TDI Podcast 115: Hary ... · 0 replies · +1 points

Re: Chicago Joe commented on TDI Podcast 115: Hary Dent on The Next Crash ---
YOU ROCK!
Andrew

1 day ago @ The Disciplined Investor - Audio: DHUnplugged - M... · 0 replies · +1 points

On site ... Look for the player

Each show has a post with player and download or play

Andrew

2 days ago @ TDI Managed Growth Str... - Economic Update · 0 replies · +1 points

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It is a tough road and we also understand. There is a change occuring and that is obvious. Stay tuned to see how we plan to attack

Andrew

1 week ago @ The Disciplined Investor - Bernanke: Conspirator ... · 0 replies · +1 points

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Have you ever looked at the durable goods orders reports . In particular, look at revisions and how they are adjusted down over the last few months . Each time the surprise to the upside was virtually taken back and then another surprise appears

Andrew

1 week ago @ The Disciplined Investor - Open thread: Is Stock ... · 0 replies · +1 points

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It was a question, not a statement

1 week ago @ TDI Managed Growth Str... - China Pirates U.S. Cre... · 0 replies · +1 points

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It was simply a compare, a twist on an old and well understood concept regarding software piracy....

We too like china , though that has nothing to do with a potentially reckless credit policy and nothing to do with software.

To clarify, the same loose credit seems to be appearing as it did with US a few years ago.

Understand your comment, but again it was to show that even great countries may fail to study history. And we know what happens there.

Title aside, the data speaks for itself and while china is a major economic superpower, globalization has been their benefactor, but can also be their Achilles heel.

Thanks for the info, well taken

Andrew

1 week ago @ TDI Managed Growth Str... - Broad Based Down Day -... · 0 replies · +1 points

That would be ugly...

:-)

Andrew

1 week ago @ TDI Managed Growth Str... - Currency Returns to U.... · 0 replies · +1 points

Careful... The assumption is that the global recovery is around the corner. If that assumption proves false, a return to the dollar will occur, even for a short time... But could be violent....

Andrew

1 week ago @ TDI Managed Growth Str... - Steve Jobs: Liver Tran... · 0 replies · +1 points

I will not short Apple. BUT, we are still hearing the the new iPhone is mediocre. Even my son who USED TO LOVE his iPhone, does not want it now. I like Apple products, but we are also having a difficult time understanding how the entire computer side of the biz will not take down profits in this environment. The iPhone will have to be a major success and go up against some monsters of the industry, Google, Microsoft, RIMM and to a lesser degree, Palm.

Hard to short a stock that people are in love with ( until they fail and the crowd turns violent)

Andrew
an Opus