Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. Is the bull market over? Horowitz has been uncanny at predicting the recent market movement. What to do? This chat is presented as-is for anyone who wants to listen in.
Boy, you guys are getting grumpy now!
Also, the content in this episode sucked.
You need to sharpen up, boys!
Ops – sorry. Comment #1 was regarding No Agenda!
I’ve been looking forward to a new DH unplugged. Thanks to JCD and Andrew Horowitz!
I got out of the market Monday. Sold the remaining Palm stock and got rid of the Intel. From the look of this weeks stats I did alright.
Will listen to see what you guys say tomorrow.
Lewis Black explained the customers targeted by the Starbucks across the street from Starbucks. Alzheimer’s victims.
About the huge investment in jewels in China- I think you guys are looking at it the wrong way. People in China invest in things like gold and jewelry as exactly that- investments. When the RMB drops like a rock in the coming Chinese economic collapse, what do you think will still retain it’s value? They’re preparing for a crash they know is coming by using the gov’t stimulus package to pad their own portfolios (and make their wives happy at the same time). I also bet they’re buying land like crazy too because of their cyclical view of things.
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