The Disciplined Investor

The Fed cuts rates again and manufacturing slumps deeper into contraction – BUT the employment report soothes recession fears. New highs for markets, although not all stocks are participating. Taking a close look at fundamental and technical readings as compared to historical levels. Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (VIX), (AAPL), (PINS)

Remembering some of the lessons from savvy traders and what not to fight as markets move toward all-time highs. Taking a look at the convergence of influences that are impacting stocks and what to make of these. Plus – reading into the latest earnings season and the Fed’s upcoming meeting. Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (CAT), (MSFT), (TWTR), (BA), (SPY), (IWM)

A mixed week for markets as economic growth slows. An earnings season scorecard – let’s just say that a high jump over a low bar. Clips from my media appearances this week, listener questions and a hodgepodge of topics. Plus – how much time are you spending on your own personal finance? Are you ignoring your future? Link to hear Andrew on Frank Curzio’s Podcast – Wall Street Unplugged Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (FB), (PLNT), (LK), (TTD), (SPY), (EEM)

The trade deal – is it in principal or principle? Either way it is a framework of an idea that has the opportunity to become a partial, skinny, Phase 1 or a bigger deal. We take a deep-dive into what was done and how this may impact markets. We also consider the different ways to add volatility protection to a portfolio and focus in on the potential fallout over the busted WeWork IPO.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SCHW), (FAST), (SCHW), (ATMD), (SPY)

Goldilocks is in the house!  WeWork – Looking at the ramification of a deal gone bad. Market Breath questions – Participation waning. Historic events in the investment world – yes, ZERO commissions is the now new normal – but at what price? Will there be a massive industry consolidation?  Follow @andrewhorowitz Want style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (IBKR), (ETFC), (SCHW), (ATMD)

Headline Bombs thrashing markets and stocks end the week on a sour note. We are heading into the end of the quarter with the small-cap growth sector entering correction status. An important discussion about “style” diversification. Heavily shorted stocks reverse. The Fed drops rates and oil spikes on Middle East tensions.   Follow @andrewhorowitz Want style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (ROKU), (NFLX), (FDX), (MU)

Something doesn’t pass the small test in the overnight lending markets. While the Fed considers it a technical matter – they are now liquefying these markets through Permanent Open Market Operations (POMO) – The first time the Fed has stepped in since 2008. Heavily shorted stocks reverse.  The Fed drops rates and oil spikes on Middle East tensions. China talks then walks – an update on the trade talks.   Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (EXPR), (CHS), (FRAN), (AMZN), (GPS), (FDX)

Tensions in the Middle East as two Saudi Arabian oil installations are attacked by drones. Oil prices should see some serious volatility in the near future. Heavily shorted stocks get a boost this week – some up 50%, 60%, 70% as algos drive a short-squeeze. Plus,  a look into two really interesting conversations with friends and family related to investing – revealing some fascinating investing psychology.   Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (EXPR), (CHS), (FRAN), (ODP), (GPS)

Confirmation Bias and Filter Bubbles – exploring the differences and the harm they may cause your portfolio. Plus, a look into a “mall retail” operation as a short candidate. Listener questions and more…   Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: CMG, AAPL, IWM

Erin Lowry, author of Broke Millennial brings us some great insights and tears down some misconceptions about millennials. We also take a look at Hurricane Dorian and look how people plan and react – there are some interesting similarities that can be learned as investors. Erin Lowry is the author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together and Broke Millennial Takes On Investing: A Beginner’s Guide to Leveling Up Your Money. Her first book was named by MarketWatch as one of the best money books of 2017 and her style is often described as refreshing and conversational. She has written for Fast Company, Cosmopolitan and Refinery29 and regularly speaks at universities and conferences around the country. You can connect with Erin on Twitter @BrokeMillennial and Instagram @BrokeMillennialBlog. Follow @BrokeMillennial Erin helps millennials get their financial life together through her blog, books, lectures and workshops.  She strives to give practical advice in order to navigate those sometimes pesky (but important) money questions. Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: N/A

Chris Gessel of IBD explains how Investors Business Daily finds their top stocks and some of the screening criteria to hone in on the IBD50. Yes, this is a trade war and has just heated up. More tariffs and a greater level of eco hate was just announced. Markets are not taking this too well. Great insights on this episode and a directional plan. Chris Gessel directs the news, market, mutual fund, company and technology coverage that appears in IBD® as well as the companion website www.investors.com. He has worked closely with William J. O’Neil, IBD’s chairman and founder, a leading investment strategist and one of the most successful growth investors since the 1960s. Gessel co-developed and oversees Leaderboard®, IBD’s realtime online newsletter that helps investors buy, hold and sell the market’s top growth stocks. He also leads SwingTrader, which focuses on shorter-term trades. He led the development of IBD Sector Leaders, the best performing stock list in IBD. Sector Leaders has more than tripled the performance of the S&P 500 since its introduction in 2009. Gessel also spearheaded IBD’s entry into exchange traded funds. IBD provides the index for the Innovator IBD 50 (FFTY), the top-performing U.S. diversified stock ETF in 2017. He led the development of the Innovator IBD ETF Leaders, which selects the top ETFs from any sector or region that are poised for continued growth. From 1999 to 2004, Gessel was the primary author of The Big Picture, IBD’s premier market analysis column that keeps individual and institutional investors on the right side of bull and bear markets. The Big Picture alerted readers to the first signs of the market’s top in March 2000 and has continued to keep investors in sync with every emerging rally and sell-off. Follow @IBD_GGessel Gessel has been covering the market for Investor’s Business Daily since 1996. Prior to joining the paper, he spent seven years at the Los Angeles Daily News. His last assignment there was Business Editor and Assistant City Editor. He graduated from the University of California at San Diego in 1986 with degrees in Economics and Political Science. Follow @IBDinvestors Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (GLD), (TSLA), (AMZN)

Back from South Africa and I have a few important observations. Aside from what is happening there – much of the recent out-sized moves for bonds and equities need to be explored. More importantly, we are being stuffed with a bunch of solid waste by the Fed and central banks around the world. They are in full panic mode and something that we have seen before – let’s not ignore the obvious signs this time. Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (GLD), (TSLA), (AMZN)

As I am somewhere in between a glass of red and a charging Rhino – let’s agree that the show must go on! In this episode we tackle listener questions – you asked and this episode is full of answers. Thanks for all that provided the requests that helped make this show great! Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: N/A

Adam Wright has a problem with spending. His idea is to create an augmented reality game to help himself (and others) to save more and spend less. The latest GDP report as well as earnings season are keeping investors interested in buying everything they can. Tech is looking pretty good – more earnings are on the way. Adam Wright grew up in Houston, TX, where he pole-vaulted on his high school’s track & field team and sang in the school choir. After graduation, he attended the University of North Texas, where he served as President of his fraternity and graduated with a media/television/film degree. He moved to downtown Dallas to work with the two serial entrepreneurs behind the best selling “Marshmallow Shooter” toy gun found in retail stores all across the country. This is where he learned the ropes of the wild wild west of entrepreneurship. Adam was recruited out of Dallas to move to Los Angeles and work for Ben Silverman’s former production company, Reveille LLC, as Executive Assistant to the Head of Development. He learned the magical effect ‘compelling story’ has on audiences, and moved on to produce hit reality television shows including Dance Moms (LIFETIME), RuPaul’s Drag Race (LOGO), and American Ninja Warrior (NBC). In 2018, Adam directed his first film, currently in post-production, a documentary about entrepreneurship and mental health. He resides in Venice, California. Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AMZN), (GOOG), (TWTR), (TSLA), (FB)

Clare Flynn Levy, CEO of  Essentia Analytics explains why behavior tracking is essential to better performance. Just like elite athletes, investors need a data-driven feedback loop to improve. We also cover listener questions in the episode as well as economics, earnings and plenty more. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately ‘went native’ into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer. About Essentia Analytics Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors. In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made. Smarter, more focused, more efficient, better. Follow @cflynnlevy Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AMZN), (GOOG), NFLX), (C), (GS), (BAC), (MSFT)