The Disciplined Investor

Guest: Clint Coons, Attorney with Anderson Advisors helps us better understand the legal implications of claiming "professional trader" status. He also provides us with some great insight into special IRA tool where investors can short and trade on margin within a tax qualified plan. In other topics, we spend some time on how to avoid mistakes when investing and what we can learn from the behavior of a stock's price. LISTEN TO THIS PODCAST NOW TriggerCharts Webinars - CLICK HERE Follow @andrewhorowitz ________ Mr. Coons is a founding partner of Anderson Law Group and current manager of Anderson's Tacoma office. After graduating from the University of Washington with a business degree, Mr. Coons began his career in construction. Giving up the hammer for a gavel, he graduated from Seattle University School of Law in 1997. Mr. Coons' book, Asset Protection for Real Estate Investors, has brought him national recognition as an expert in protection and tax planning for real estate investors. A real estate investor in his own right, Mr. Coons' practice involves the structuring of land trusts, limited liability companies, and other business forms to shield investors from the myriad of challenges facing them in the new economy. Mr. Coons is noted for his unique ability to take a complicated law or structure and explain it in crystal clear terms. This, combined with his dynamic speaking and on-camera personality, has made him a favorite at asset protection and tax-related programs across the country. Special Report By Anderson Advisors: Trader Status

Better late than never? This episode is a bit tardy, so apologies to all. We dive into some of the recent enthusiasm ahead of earnings reports that has been seen in stock prices of: Tesla (TSLA), Sturm Ruger (RGR), Temper-Sealy (TPX) and others. It is a frothy market condition and there are some areas that we should be watching. Also, the current level of the KRI Indicator and more.... LISTEN TO THIS PODCAST NOW Follow @andrewhorowitz ________  Pictures from this past weekend - Upstate New York (click to enlarge - they are BIG)     

You gotta love Frank. He is a fountain of information and a wealth of knowledge. We talk about the price of oil, earnings season and what information to believe out of China. Frank also reveals what he says is "the best company in the world" on this episode.  Market valuations and a focus on small-caps are all covered in this action packed conversation. LISTEN TO THIS PODCAST NOW Follow @andrewhorowitz ________   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.      

Our guest Christopher Markowski  (Watchdog on Wall Street) has great energy and has some definite opinions on the FED's monetary policy. We have a good time talking about that as well as markets and economics. In this episode we also talk about the KRI Indicator levels, VIX index as well as several earnings reports. Google, IBM, Chipotle Mexican Grill and others are important indicators for the strength of the economy. JP Morgan's $13 billion hit will surely make some of the other banks cringe - but how will markets react? Listener feedback and the Republican's political suicide attempt (and success) are also topics of discussion.   LISTEN @ iTUNES Christopher Markowski has carried the titles of author, investment banker, equity analyst, muckraker, all around trouble-maker, and most importantly consumer advocate. He is the founder of the financial planning firm Markowski Investments, an institution that provides the highest level of financial planning to all people regardless of their net-worth. Christopher is the antithesis of what Wall Street has become; he believes that financial planning is a profession, not a vehicle for selling as many ridiculous financial products as possible. His clear-cut, honest approach is in complete contrast with the fabrication and deception that individual investors are exposed to every day. Christopher's history on Wall Street reads like a novel with suspense, intrigue, and corruption at the highest levels. Chris started his career by taking a job at an up-and-coming investment firm. Within two years, under his guidance, his initiatives helped increase sales by 1,500% and made the firm #2 on "INC Magazine's" fastest growing privately held companies list. However, while working and spending significant time in the same water as some of Wall Street's most notorious "sharks", Christopher discovered how corrupt Wall Street could be. The fact that so many executives with fancy college degrees and glowing resumes had the capacity, with no remorse, to scam their customers and the public at large, was mind-boggling. The "respected" firm that he helped build was nothing more than an opportunity for insiders to get rich and investors to lose their shirts. Instead of accepting the culture of gluttony and deceit like many others on Wall Street, Christopher went on to blow the cover off the charade, exposing the countless instances of lies, greed and manipulation. Christopher exposed the villains and facilitated in bringing down the very firm that he helped build, sacrificing millions for honesty and integrity. www.WatchDogOnWallStreet.com   ___ Follow @andrewhorowitz ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

John Perkins is our guest this episode where we talk about the early days of his career as a "economic" hitman to some of the work he is doing now. We discuss the reasons for the involvement of the U.S. in the global arena and how that has changed. Oil is the common denominator of the discussion. Earnings season is kicking in and there are a slew of companies that will be reporting this week. A dozen or so of these will give us a good read-through on the state of the global economy. LISTEN TO PODCAST NOW | LISTEN @ iTUNES **See the list of companies that will be reporting earnings this week ** __________________________________________________________________________________ John Perkins is the author of Confessions of an Economic Hit Man, a startling expose of international corruption that spent over a year on the New York Times bestseller lists and has been published in more than thirty languages. A former economic hit man, he is a founder and board member of Dream Change (www.dreamchange.org) and the Pachamama Alliance, nonprofit organizations devoted to creating a stable, sustainable, and peaceful world. He has lectured and taught at universities on four continents including Harvard, Wharton, and Princeton, and is a champion of environmental and social causes. You have to read his books. Start with Confessions of an Economic Hitman, then read Secret History. Great reads!  ___ Follow @andrewhorowitz ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

We welcome first time guest, Howard Dvorkin to the show. He provides us with an update of the latest insight into consumers and their credit situation. We cover the good and the bad and both wonder when (if) the next shoe will drop. Politics are in play as Congress is losing popularity by the second and we have an update on the coming earnings season and next week's economics. Listen in to hear what Andrew has to say about Elon Musk...  Listen in to find out about the crazy 600% gain on a stock, HomeAway (AWAY) and more.... LISTEN TO PODCAST NOW | LISTEN @ iTUNES ** Link to TriggerCharts Webinar ** __________________________________________________________________________________ Howard S. Dvorkin is a serial entrepreneur, a two-time author, and a personal finance expert. With the successful international expansion of his organizations, he focused his professional endeavors in the consumer finance, technology, media and real estate industries creating start-ups including Consolidated Credit, PowerWallet, Debt.com, Start Fresh Today and Lifestyle Magazines which together currently employs over 650 people. One of the most highly regarded debt and credit expert in the United States, Howard has played an instrumental role in drafting both State and Federal Legislation. He is a consultant to the Board of Directors for the Association of Credit Counseling Professionals (ACCPros) and is the past president of the Association of Independent Consumer Credit Counseling Agencies (AICCCA). His success in the financial industry landed him column in Fox Business News as well as has allowed him to be interviewed by countless media outlets over the years including the Wall Street Journal, the New York Times, Fortune, Entrepreneur, The American Banker, Investor’s Business Daily, and virtually every national and local newspaper in the country. He has also appeared as a finance expert on national and local television and radio programs, including the CBS Nightly News, ABC World News Tonight, The Early Show, Fox News, and CNN. Howard’s new book “Power Up: Taking Charge of Your Financial Destiny” (published by Wiley & Sons) is due out in the fall of 2013.  This book provides consumers with the detailed tools that they need to live debt free and regain their financial freedom.  It delivers practical prescriptions for dealing with the stresses of daily financial challenges and shows how to lay a solid financial foundation on which to build a secure worry-free future.  Howard’s first book, “Credit Hell – How to Dig Out of Debt” (published by Wiley & Sons, revised 2010) detailed how to rise from the debt inferno, the basics of good credit, consumer rights and the warning signs leading to credit problems.  ___ Follow @andrewhorowitz ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest:   Tom McClellan provides us some insight into the cycles that are now in play for the markets. What does the McClellan oscillator say about current conditions and what is the 13 1/2 month cycle for gold all about? The potential fallout over the budget debt ceiling as well as a few stocks such as Tesla (TSLA) , HomeAway (AWAY)and more... LISTEN TO PODCAST NOW | LISTEN @ iTUNES ____ 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 ___ Follow @andrewhorowitz ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest:  Ambrose Evans-Pritchard of the Daily Telegraph discusses some of his recent findings about the state of the EuroZone. We last talked with him in 2011 and he gave us an update that was spot-on.  German elections and the problems between the north and south of Europe are explored during our conversation. We also spend some time in this episode discussing the FEDs latest move as well as some stocks to watch. ___ LISTEN TO PODCAST NOW | LISTEN @ iTUNES Ambrose Evans-Pritchard is International Business Editor of The Daily Telegraph. He has covered world politics and economics for 30 years, based in Europe, the US, and Latin America. He joined the Telegraph in 1991, serving as Washington correspondent and later Europe correspondent in Brussels.   Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....    

Guest: Harry S. Dent, Jr. informs us of the demographic trend that is one of the reasons that we will see another collapse of major financial markets in the near future. Actually, it is not limited to equities as he explains why gold, silver and other commodities will plunge to levels not seen in decades. Other topics in this episode are the earnings reports from Oracle (ORCL) and Adobe (ADBE), the Fed decision and more... Check out TriggerPoint Research ALERTS! LISTEN TO PODCAST NOW | LISTEN @iTUNES Sponsor: Audible.com Get your FREE audiobook and a 30-day trial now! Harry S. Dent, Jr. is the Founder of Dent Research, an economic firm specializing in demographic trends. His mission is “Helping People Understand Change”. Using exciting new research developed from years of hands-on business experience, Mr. Dent offers unprecedented and refreshingly understandable tools for seeing the key economic trends that will affect your life, your business, and your investments over the rest of your lifetime. Mr. Dent is also a best-selling author. In his book The Great Boom Ahead, published in 1992, Mr. Dent stood virtually alone in accurately forecasting the unanticipated boom of the 1990s and the continued expansion into this decade. In his recent book, The Great Crash Ahead, he continues to educate audiences about his predictions for the next great depression, especially between 2014 and 2020 that he has been forecasting now for 20 years. Mr. Dent is the editor of the Survive and Prosper newsletter and has created the HS Dent Financial Advisors Network. www.HarryDent.com Mr. Dent received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence. At Bain and Company he was a strategy consultant for Fortune 100 companies. He has also been the CEO of several entrepreneurial growth companies and a new venture investor. Since 1988 he has been speaking to executives and investors around the world. He has appeared on “Good Morning America”, PBS, CNBC, CNN, FOX, Bloomberg, and has been featured in USA Today, Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, US News and World Report, Business Week, The Wall Street Journal, American Demographics, Gentlemen’s Quarterly and Omni. Get Harry Dent's Newsletter for Free 6 Days a Week ___ TriggerCharts Webinars - Upcoming Schedule Special discount code discussed in this episode: 8A2E43F9 (Triggerpoint ALERTS!)  

Guest: Satyajit Das brings some valuable insight into the issues related to the issues that the emerging markets are facing due to their expansion of credit. He focuses on the overall markets and the items that come into play when too much easy money is applied. What to expect this week with the Syrian vote/war as well. Check out TriggerPoint Research ALERTS! LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: Audible.com Get your FREE audiobook and a 30-day trial now! 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 ___ TriggerCharts Webinars - Upcoming Schedule Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Earnings season is just about over and we are looking for the next catalyst. Will it be more Syria worries or a focus on the better manufacturing numbers out of China and Europe. We discuss the difference between a trade and an investment and other ways to line up investment opportunities. LISTEN TO PODCAST NOW | LISTEN  - @iTUNES   FREE Webinars on how to find support and resistance levels as well as new indicators from TriggerCharts: Register for the next FREE webinar HERE Also of interest: Follow @andrewhorowitz ________ Join our mailing list to keep informed about important updates

A turnaround toward the end of the week helps to pare the losses for the DJIA and push the S&P 500/NASDAQ positive. What take on some of the implications of the famous Ichan Tweets as well as a look into some of the upcoming earnings and economic reports for the week. As it is "back to school" season, we cover some areas to help you get ready for traders to come back to their desks/screens: TDI Managed Growth Strategy TriggerPoint Research Setups NEW Video Setups TriggerCharts Indicators for Tradestation Setting watch lists and Alerts and more... Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN  - @iTUNES ________ Join our mailing list to keep informed about important updates

The worst 2 weeks of the year. Now what? There is going to be a flood of earnings from the retail sector and that should be watched as we saw WalMart (WMT) and others disappoint. There complexion of the market has changed - is it simply a lull in between earning seasons? We cover this and some of the items we discuss: Economic Reports Earnings coming up Fed Taper KRI Indicator Answer some listener questions, How to play (JCP) earnings, Gold and Egypt LISTEN TO PODCAST NOW | LISTEN  - @iTUNES ________    Follow @andrewhorowitz Get access to our technical indicators on the Tradestation Platform    

Frank Curzio is our guest and this is anything but a boring "podcast" episode. We kick it up a notch and talk about the shale investment opportunities as well as many other investment ideas. Tesla (TSLA) is on the docket this show and we explore some of the very interesting components of their recent earnings blowout. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ________ Some of the stocks discussed: (CLF), (X), (LPI), (WPRT), (CCC), (BHI), (HAL), (GE), (WMT), (TSLA), (GMCR) 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. 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.   Get access to our technical indicators on the Tradestation Platform    

Matt Galgani discusses IBD and the current trend in the markets. The unemployment rate of 7.4% and the real rate is one topic we dig into - and then there is Green Mountain Coffee Roasters (GMCR). Earnings are due this week and we have a gameplan. We didn't forget that Facebook (FB) is back to its IPO price - now what? We got it covered... LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Matthew Galgani Author, How To Make Money in Stocks ‐ Getting Started Co‐Host, IBD® Radio Show, “How to Make Money in Stocks" Editor, IBDextra! Newsletter Commentator, IBDTV® Co‐creator, IBDMeetup Investor Education Series About How to Make Money in Stocks – Getting Started (McGraw‐Hill; June 2013) For decades, the CANSLIM® Investment System, developed by IBD founder William J.O’Neil, has been helping investors build better financial futures.But finding the starting points and taking those first steps has been a challenge for some investors.  This latest addition to the How to Make Money in Stocks series addresses those issues with a step‐by‐step game plan that outlines: The 3 most critical factors to consider before you buy Buying & Selling Check lists to help you capture – and keep – solid gains Simple weekend and daily routines designed for busy people Chart‐Reading 101 tips that reveal the real story behind a stock Action Steps to quickly start putting the strategy to work “Once you understand the basic concepts, you’ll see how all the pieces of the investing puzzle fall into place,” states Matt Galgani. “That’s when your confidence and profits begin to soar.” For more information: www.investors.com/gettingstartedbook ________ Get access to our technical indicators on the Tradestation Platform