The Disciplined Investor

Guest: Tom McClellan provides us some very useful statistics on the market as well as some historical references that we can use in our investment process. In this episode we talk about some of the stocks that may be in play with the Ebola scare, Stocktoberfest, Bernanke's inability to refinance his mortgage and Hewlett Packard's (HPQ) breakup plan. Listen on @iTunes or scroll down to play Follow @andrewhorowitz Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents’ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork. In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market’s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA. The signup link is http://mcoscillator.com Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

The Hindenburg Omen does not come about very often, but when it does... look out below. The last time we saw a similar signal was in 2007. In this edition we discuss the potential ramifications of the abrupt departure of Bill Gross from PIMCO and what this could mean for the bond markets. Also, we spend some time looking at some of the important economic reports that will be coming in the week ahead as well as the reasons for last week's big sell-off. Listen in for a few stock ideas in the security industry as well. Listen on @iTunes or scroll down to play Follow @andrewhorowitz (Click to Enlarge) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Confusion at the ECB, Russia selling Gold and Silver, some thoughts on Yahoo! We discuss the trading of currencies and how it is essentially one econ0my against another. Also, why gold is selling off and when there may be a turn. Alibaba (BABA) versus Yahoo! (YHOO) and much more. Listen in for a few stock ideas in the security industry as well. Listen on @iTunes or scroll down to play Follow @andrewhorowitz   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest: Chris Hogan explains the power of social media on relationship of consumers and businesses. In this episode we also discuss the upcoming Apple (APPL) announcement as well as the ECB's latest stimulus program. Much more as well in this informative program... Listen on @iTunes or scroll down to play Follow @andrewhorowitz   Chris Hogan is a popular and dynamic speaker on the topics of financial education and leadership. Chris also works with businesses and high-profile clients across the country, helping them develop strategies to increase revenues, protect wealth and secure their financial futures. Chris Hogan stirs audiences to action wherever he speaks. Whether delivering a keynote on personal money management, teaching an all-day leadership training for business owners and professionals, or hosting the EntreLeadership Podcast, iTunes' number-one podcast on leadership, Chris keeps his audience entertained and challenged. Chris Hogan is a sought-after, diverse speaker who loves to challenge, motivate and encourage business leaders, real estate professionals, military personnel and students to be their very best—no matter what! Follow Chris on Twitter: Follow @ChrisHogan360 or on his Facebook profile ChrisHogan360   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

In this week's episode we discuss the relatively high valuation of the markets as well as some of the important economic reports that will be hitting the tape this week. The Key Reversal Indicator is also something that we are watching as it is hitting the overheated zone. Join us as we look at the global markets, gold and other topics that will help your profitability. Listen on @iTunes or scroll down to play Follow @andrewhorowitz   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Ronnie Moas provides us with a take on misguided capitalism that puts profits above employees. Who is the company ultimately responsible to... the employee or the shareholders? We find out more about how this and the companies that have made his Blacklist. With the S&P 500 reaching a record, what does the future hold? More deals and M&A cropping up... All discussed in this episode. Listen on @iTunes or scroll down to play Follow @andrewhorowitz   Ronnie Moas is the Founder & Director of Research at Standpoint Research. The company currently advises and sells its research to pension funds, hedge funds, day-traders and asset management firms. Mr. Moas began his career on Wall Street as an analyst and market strategist at leading Nasdaq market maker Herzog Heine Geduld. He was responsible for making sector, industry and stock recommendations, identifying arbitrage opportunities and hedging strategies. During his years at HHG, he demonstrated remarkable accuracy with his market forecasts and stock recommendations. Mr. Moas left HHG in late 2000 (before the sale of HHG to Merrill Lynch was finalized) in order to start his own firm -- a few months after correctly forecasting the Nasdaq collapse in a timely manner.   Ronnie's Philanthropy and Philosophy Site   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

In this episode, we take a close look at the recent Monster Beverage (MNST) deal. What it means and what to look for to find others out there. Economics that will be moving markets next week and earnings to focus on as well. With all of the worry about war and geopolitical unrest, why did markets move higher for the week? Answers are provided... Listen on @iTunes or scroll down to play Follow @andrewhorowitz   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Mr. Money Mustache joins us for a discussion on how to live the good life on very little. We discuss spending habits and how he and his family live comfortably on $25,000 a year or less. Some of the major news that moved markets this week are also explored as well as what to watch over the next few weeks. We go into some detail about how to use the VIX as a portfolio hedge as well. Listen on @iTunes or scroll down to play Follow @andrewhorowitz Mr. Money Mustache is a thirtysomething retiree who now writes about how we can all live a frugal yet "Badass life" of leisure.His wife and he studied engineering and computer science in Canada, then worked in standard tech-industry cubicle jobs in various locations throughout the late ’90s and early 2000s. Then, they retired from real work way back in 2005 in order to start a family. This was achieved not through luck or amazing skill, but simply by living a lifestyle about 50% less expensive than most of our peers and investing the surplus in very boring conservative Vanguard index funds and a rental house or two. Twitter : @mrmoneymustache Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this short episode we discuss the recent market meltdown along with some of the stocks that have been providing a good amount of action - both up and down. Is the uptrend over? Is it time to work on the short side? We go into some detail about how to use the VIX as a portfolio hedge  as well. Listen on @iTunes or scroll down to play Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Frank Curzio from Stansberry Research helps us decipher the recent earnings season as well as what is going on with markets. We discuss inversion strategies and what that means for some stocks along with an in depth look at Hertbalife (HLF). Small caps have been under pressure - what are Frank's thoughts on that? Listen on @iTunes or scroll down to play Frank Curzio is an equity analyst for Stansberry & Associates. (3-month money back if you are not satisfied) Check out Frank’s Podcast on iTunes – HERE. Frank has over 15 years of investing experience. He was recently the editor of TheStreet.com’s Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast – one of the most widely listened-to financial podcasts on iTunes. Follow @FrankCurzio Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance. Also, Frank was portfolio manager for Greentree Financial. Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Quite the week! Earninngs took center stage until the geopolitical news rocked markets. We discuss some of the reasons why markets went down and quickly popped back up. Earnings this week are going to be shaping markets and what to do now with GoPro (GPRO)... Listen on @iTunes or scroll down to play   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this week's episode we take a close look at what is meant by P/E expansions. Economics for the week ahead as well as the key earnings that will be reported over the next few days are in focus as well. How Portugal will effect markets and why precious metals are attractive. Much more... Listen on @iTunes or scroll down to play Key Earnings discussed in this episode Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Jim Bruce, Producer, Director and Writer of the Film "Money For Nothing, Inside the Federal Reserve" discusses the role of the Fed and some of the more interesting lessons learned. We also break down some of the history of the most powerful bank in the world as well as take a look at some of the current players. Also in this episode, we discuss the earnings season ahead and more. Listen on @iTunes or scroll down to play Money For Nothing, Inside the Federal Reserve - Jim Bruce - Producer, Director and Writer of Money For Nothing, Inside the Federal Reserve. Money For Nothing is Jim Bruce's directorial debut. Jim was Editor/Writer/Co-Producer of Sierra Leone's Refugee All Stars - finalist for the 2006 International Documentary Association's Feature Film of the Year. Jim has also worked as an editor on acclaimed documentaries (including The King of Kong and Dambe: The Mali Project), and as an assistant editor on Hollywood films such as Kinsey, Insomnia, X-Men: The Last Stand, and The Incredible Hulk. He was a Visiting Professor at Middlebury College in 2007. Jim has been a student of financial markets for many years, and began writing a newsletter in 2006 warning about the oncoming financial crisis. His short trades in 2007 and 2008 helped finance a significant portion of Money For Nothing’s budget. Jim has appeared on CNBC, MSNBC, NPR, Bloomberg TV, and Fox Business, and has spoken at Harvard Business School and the Dutch Central Bank. Read more about his background in this Washington Post profile. Get the Movie HERE  Follow Jim and the Rest of the "Money For Nothing" Crew Follow on Twitter: @FedDocumentary Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Our guest in this episode is Morgan Housel. We discuss a range of items including inflation, the Fed and behavioral finance. We also dig into the latest (lousy) GDP print of -2.8%, some of the economics that are on tap for this week as well as the M&A craze that is going on. Listen on @iTunes or scroll down to play Morgan is a columnist at the Motley Fool. His work is also featured in The Huffington Post, Business Insider, and USA Today. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and was selected by the Columbia Journalism Review for The Best Business Writing 2012 anthology. In 2013 he was a finalist for the Gerald Loeb Award and Scripps Howard Award. He holds a B.A. in Economics from the University of Southern California.   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Great guests in this episode. First up is Professor Alan Krueger. We discuss the economy and answer the question: What is the biggest item preventing a full economic recovery in the U.S. Then we get it on with Das and explore the negative deposit rates that have been implemented by the ECB and find more about dancing with cowbells. Listen on @iTunes or scroll down to play  Alan Krueger has published widely on the economics of education, terrorism, unemployment, labor demand, income distribution, social insurance, labor market regulation and environmental economics. Since 1987 he has held a joint appointment in the Economics Department and Woodrow Wilson School at Princeton University. He is the founding Director of the Princeton University Survey Research Center. Professor Krueger served as Chairman of President Barack Obama’s Council of Economic Advisers and a Member of his Cabinet from November 2011 to August 2013. He also served as Assistant Secretary for Economic Policy and Chief Economist of the U.S. Department of the Treasury in 2009-10, and as Chief Economist at the U.S. Department of Labor in 199495. He is the author of “What Makes A Terrorist: Economics and the Roots of Terrorism and Education Matters: A Selection of Essays on Education”, co-author of “Myth and Measurement: The New Economics of the Minimum Wage”, and co-author of “Inequality in America: What Role for Human Capital Policies?” He has been a member of the Board of Directors of the Russell Sage Foundation, MacArthur Foundation, and the American Institutes for Research, as well as a member of the editorial board of Science (2001-09), editor of the Journal of Economic Perspectives (1996-2002) and co-editor of the Journal of the European Economic Association (2003-05). He has been a member of the Executive Committee of the American Economic Association (2005-07) and International Economic Association, and Chief Economist for the National Council on Economic Education (2003-09).  ----- Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30+ years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the ‘sell side’ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the ‘buy side’ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library – Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products –Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider’s account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as ” fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry”. Eurointelligence Minyanville Satyajit’s Blog Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....