Here is the 13th conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. What to do? This chat is not produced and is presented as-is for anyone who wants to listen in. We discuss the new Obama Market. What to expect.
 
 
 
 
 

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  1. Lou Minatti says:

    GE is tempting. And I never thought I’d say that.

  2. It goes on and on
    Legends in their own minds these people on Wall Street
    Do they really believe that they are the higher ups in the US auto industry exec levels are really worth the bonuses and accolades that they award themselves ?
    Wish that i could send these management types a poem illustrating their abusive and self serving evil tactics

  3. If you like GE.. look at “X”

  4. ECA says:

    iM ASHAMED THAT CORPORATE intrigue has such an affect on so much in this nation..
    The world of the RICH shouldnt affect as many on the bottom.

  5. Jim says:

    Mmmmkay… how about we discuss what was in the podcast, not soapbox about “pet issues”.

    I think Obama hasn’t made the stirring, substantial speech that they want because HE’S ONLY BEEN IN OFFICE A WEEK.

    I swear John, are you and Horowitz now on internet time or something? Everyone gets that famous 100 days before you start ripping their administration to shreds, whether you like it or not.

    His speech was acceptable for what it was, and he didn’t promise too much yet, which is appropriate. I’d rather have a cautious optimist in the office than a lying, swindling cheerleader. We’ve already had that, didn’t work.

    I am disappointed that they are already talking about “tax cut crap”, which is designed to keep the republicans from arguing about the rest of the package. But at least they are attempting to do something and pretty f’ing quickly.

    So shut up unless you have something substantial to offer and are willing to trumpet it.

  6. Dallas says:

    A bit too much rambling but some of my comments:

    – Geez, a freekin dual core laptop is only $399 so WTF is the issue? A new Netbook is like $199 !

    – Doom and gloom? Sure, we are all know things are crappy now so what else is new.

    – Re Obama comments.. Oh please. First, I was not looking for Obama to blow cool air up my ass. I want someone with confidence and with a plan and we’ve got that. My company is incredibly bullish on infrastructure expenditures by the fed and they have shared that with employees. This substantial action propagates broadly as a plan that people connect with. It seems only republicans need a warm blanket from mom and dad that everything will be OK.

    – So Horowitz’s advice is to “get and out of the market opportunistically”. Wow. Now that’s a plan. Oh please.

  7. Lou Minatti says:

    “If you like GE.. look at “X””

    Point taken.

  8. Grayven says:

    Hey John, is there any way you could release these as a regular podcast. It would make it way easier if I could just subscribe to “Dvorak-Horowitz” or “rollercoaster” or whatever you wanna call it, the same way I do to “No Agenda”.

  9. Lou says:

    GE looks cheap, but how much more pain is there in the lending side. I don’t think we have seen the bottom yet in that division.
    Short the British pound if you want to make some cash.


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