The Disciplined Investor

There is so much to discuss, so little time. Who is going to "replace" Mr. Bernanke? What to look for in this week's economic reports. Earnings flops and pop as well as the KRI Index and some insight into the reasons why markets are so resilient. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ________ Get access to our technical indicators on the Tradestation Platform    

Guests: Jim O'Shaughnessy & Stanley Dash cover some great ground. We have an opening discussion with Jim about some quantitative investing and the paper he is writing about the bond bubble that is about to burst. Stan Dash discusses some of the more interesting items with regard to technical patterns and the Tradestation platform. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ____ Jim O'Shaughnessy is the Chairman and CEO of O'Shaughnessy Asset Management (OSAM). Also serving as the Chief Investment Officer of the firm, Jim is ultimately responsible for OSAM’s investment strategies. He directs the Senior Portfolio Manager, Director of Research, and the Portfolio Management Team and helps to set the agenda for the team. He is also responsible for the development of OSAM’s existing strategies and directs the team on idea generation and specific initiatives to improve the models and develop new factors and products. Prior to founding OSAM, Jim was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Prior to Bear Stearns, he was the CEO and Chairman of O’Shaughnessy Capital Management (Netfolio). Long recognized as one of America's leading financial experts and a pioneer in quantitative equity analysis, he has been called a "world beater" and a "statistical guru" by Barron's. In February 2009, Forbes.com included Jim in a series on “Legendary Investors” along with Benjamin Graham, Warren Buffet, and Peter Lynch. Jim is the author of four books on investing. Forbes pronounced his first book Invest Like the Best "awesome" and named it one of the best financial books of the year. His next book, What Works on Wall Street, was a BusinessWeek and New York Times Business bestseller and called "An indisputable classic...downright momentous" by TheStreet.com. Financial Analysts' Journal said it was "indisputably a major contribution to empirical research on the behavior of common stocks in the United States...conceivably, the influence of What Works on Wall Street will prove immense." ____ Stanley Dash holds the position of Vice-president, Applied Technical Analysis, at TradeStation, where he heads the TradeStation Labs initiative. He and his group support active and institutional traders with analytical tools and education designed to help them be more effective traders. Mr. Dash began his career on Wall Street with E. F. Hutton & Co. in 1975. His experience includes institutional and retail trading, management, and compliance. Mr. Dash was also an active floor trader at one of the leading U.S. futures and options exchanges. His relationship with TradeStation began as a consulting arrangement in 1997 and turned into a full-time position in 2003. In the fields of training and public speaking, Mr. Dash has had long affiliations with such noteworthy organizations as the New York Institute of Finance and the Institute for Financial Markets. He has written and lectured on topics including stocks, futures, options and technical analysis. Mr. Dash is a frequent resource for the press and has been quoted by Investor’s Business Daily, USA Today, TheStreet.com, Reuters, and the BBC, and has appeared on FoxNews.com Live and Fox News Radio Network. Mr. Dash is currently registered as an associated person (futures) and general securities principal. Mr. Dash is also an affiliate of the Market Technicians Association and serves on the Editorial Board of the Association’s Journal of Technical Analysis. ________ Get access to our technical indicators on the Tradestation Platform    

Guests: Jon Markman and Steve Randy Waldman share some of the wisdom on markets and world events. First up is Jon Markman with some savvy market insight and a solid investment outlook. We discuss the Fed, the world and investments. Then we talk with Steve Randy Waldman who explains his thesis on social morality when it comes to economics and how different the world is today than it was just 2 or 3 decades ago. This week's earnings and economics are covered and much more. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Also discussed in this episode: Key Earnings this Week TriggerPoint Videos (Green Mountain Coffee GRMC) Tradestation Indicators TDI Managed Growth Strategy ____ Jon Markman, a veteran money manager and award-winning journalist, is editor and founder of the investment research newsletters Trader’s Advantage and Strategic Advantage. A pioneer in the development of stock-rating systems and screening software, Markman is a co-inventor on two Microsoft patents and author of the best-selling books “Swing Trading” , “The New Day Trader Advantage” and “Reminiscences of a Stock Operator – Annotated Edition” Click here for a free 2-week trial to Markman's Strategic Advantage ! Markman was a portfolio manager and senior investment strategist at a multi-strategy hedge fund from 2002 to 2005; managing editor and columnist at CNBC from 1997 to 2002; and an editor, investments columnist and investigative reporter at the Los Angeles Times from 1984 to 1997 and currently writes for MarketWatch.com. Write to Jon: jon@gemini252.com ____ Steve Randy Waldman writes about finance, economics, and sometimes politics at the website interfluidity.com. Check out some of his recent articles: On the NSA, "Secret Snooping Keeps us Vulnerable" On Financial Regulation, "Regulation, legitimation, neutralization" ________   FREE TRIAL -  TriggerPoint Research Equity ALERTS! Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Cady North of , Bloomberg Markets brings us the latest on the financial regulatory environment and what is being done , and what is not. In this episode we also discuss the gold miners, sector rotation, economics as well as some stocks that are on the move. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ____ Cady North, Senior Analyst (Bloomberg Government - Washington, D.C.) Cady North is a finance policy analyst for Bloomberg Government in Washington, D.C. North has a decade of experience in legislative affairs and public policy at both the state and federal level. Prior to joining the Bloomberg Government finance team she was the Senior Manager of Government Affairs for Financial Executives International (FEI), a trade association for CFO’s, treasurers and controllers of Fortune 500 companies. There, she led advocacy efforts on a variety of corporate finance issues including FEI’s outreach to Congress on the Dodd-Frank Act. Prior to joining FEI, Cady served at the Texas Department of Transportation concentrating on state and federal legislative affairs related to the public and private financing of infrastructure. During that time, she also completed a year working as a congressional liaison for the Texas Office of State-Federal Relations in Washington, DC. Cady also worked as a legislative assistant at Capital Consultants, a lobbying and consulting firm in Austin, TX, where she advised on a variety of issues. She holds a B.A. from the University of Texas at Austin where she studied government. ____   Check out TriggerPoint Research Equity ALERTS! Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Markets are breaking down as there is no safe haven. Bonds fell, metals dropped and stocks swooned. What is the next plan of action from here? We update the KRI Index as well as several stocks to keep a watch on. Gold is in focus and the idea that ETFs are losing assets could cause more problems moving forward. We are also looking at the Economic Surprise Index and how the reversion to the mean trade may be something important to watch for. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ____   ____ Check out TriggerPoint Research Equity ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest:  Scott O'Neill (MarketSmith) and Andrew talk about the different market conditions and how to spot one that investors should be long and those shouldn't. How the change in sentiment has come about quickly is also a topic of discussion as well as what to look for in the solar names as trading ideas. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ____   Check out TriggerPoint Research Equity ALERTS! W. Scott O’Neil is originally from Los Angeles, California. He graduated from Loyola Marymount University with a degree in Business Management and is a 1994 graduate of the Harvard Business School’s Program for Management Development. He has over 25 years experience in the financial industry.Mr. O’Neil joined Investor’s Business Daily in 1986 where he spent 14 years heading Investor’s Business Daily’s operations. He also served as IBD’s director of marketing and advertising sales and was instrumental in creating the newspaper’s telemarketing operation. In 1994, he was promoted to Publisher of IBD overseeing all aspects of the newspaper. In 2000, he transferred to the Portfolio Management Division of William O’Neil + Co. where he continues to be one of the top producing Portfolio Managers for the firm. In 2008, Mr. O’Neil was named President of MarketSmith, Incorporated where he is currently working to launch the next generation of the Daily Graphs Online product, MarketSmith. Mr. O’Neil continues to be a regular speaker for the IBD CAN SLIM workshops and a frequent guest lecturer at individual investor industry events around the country. Check out this 2-week trial of MarketSmith Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest:  Tadas Viskanta of Abnormal Returns discusses several areas regarding financial literacy as well as low cost funds, passive versus active management and markets. In this episode, we also cover China's export plunge, Gold, Tesla (TSLA) and answer listener's questions. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ____ Check out TriggerPoint Research Equity ALERTS! Tadas Viskanta is the founder and Editor of Abnormal Returns. Tadas is a private investor with over 20 years of experience in the financial markets. He is the co-author of over a dozen investment-related papers that have appeared in publications like the Financial Analysts Journal, Journal of Portfolio Management among others. Tadas is also the author of the well-recived book: Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere* which culls lessons learned from his time blogging. Tadas holds a MBA from the University of Chicago and a BA from Indiana University. He lives with his family in the heartland of America. Abnormal Returns has over its seven-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers.  In that time the idea of a “forecast-free investment blog” remains as useful as it did seven years ago. Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Mark Hanna helps us unwind and make some sense out of the recent markets and looks at the amazing rotation we have seen this year. What to expect and how to decipher the information. The market's bad breath over the past few days was something that should have been an alert and Mark explains more. In this episode, China's economics as well as the important data to watch this coming week. Overall, a fast moving and proactive episode. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Check out TriggerPoint Research Equity ALERTS! ______________ Mark Hanna is the manager of the Paladin Long/Short Mutual Fund (PALFX). Mark Hanna is the founder of Hanna Capital, the advisor to Paladin Long Short Mutual Fund. Mr. Hanna has been involved in capital markets as a private investor since the late 1980s, focusing first on mutual funds, followed by equities in the mid 1990s. Mr. Hanna is a well known investment writer in the online community, and an author at Euro Pacific Capital. Mr. Hanna holds a BA Economics from the University of Michigan-Ann Arbor, and has held multiple positions in corporate finance and accounting, focusing heavily on financial analysis. Mark also writes a popular financial blog - Click HERE for more on Market Montage. Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest: Al Brooks from www.brookspriceaction.com tells us of his simple yet effective use of chart patterns and why he does not use many indicators at all. He has a trading room and years of experience trading e-minis. In this episode we also have a look at the earnings and economics for the week ahead as well as a discussion about the Fed, Japan, the Yen and more... LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ____ ______ Follow @andrewhorowitz ___ About Al Brooks: Al Brooks, MD, daytrades E-mini futures, stocks, and options for a living. Although he considers myself to be a trading hermit, he enjoys sharing my ideas as a technical analysis contributor to Futures Magazine, as a presenter at in-person events and webinars, and in live market commentary and daily chart analysis updates. His first book, Reading Price Charts Bar By Bar, was a best seller for Wiley in 2009. Although authors of trading books make little money from the books, I personally loved trying to articulate what he sees and does every day. Wiley has now released his comprehensive, 540,000 word, three volume set: (click on the books for more information)   Click to see a video introduction to TPR ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guests: Ed D'Agostino and Joe Yasinski help us to better understand the process of owning precious metals outright. We find out more about the differences in paper versus physical assets and how to store them. Some of the other important topics in this episode include the massive inflation seen in Japan, earnings, economics, buybacks and more... ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____ * FREE Tradestation Strategy Network ALGO Indicators * Follow @andrewhorowitz ____ Guests: Ed D'Agostino of The Hard Asset Alliance and Joe Yasinski from Gold Bullion International ___ ____ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

The Yen is still in focus and we have some great clips this week from a few excellent (virtual) guests that we delve into. An thought provoking  discussion concerning the severity/slope of the Yen drop and how it will have adverse effects on the stability of the Japanese economy, how U.S. government spending helps and hurts companies and the earnings and economics to watch. All this, and much more during this episode. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES   * FREE Tradestation Strategy Network ALGO Indicators discussed in this episode *  Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

A week for the record books. The DJIA passes 15,000 intraday and the S&P 500 closes over 1,600 for the first time. If you are interested in why all of the interest in the NASDAQ 100 these day, we have some answers. Also, how to use sell stops/limits and buy stop/limits as a strategy during earnings season. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____ * Tradestation Strategy Network ALGO Indicators discussed in this episode *  Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

This week we explore a hair raising news story that discusses the new direction of some of the world's central banks. It is quite disturbing and won't end well. Earnings and Economics are also topics that we explore as well as how to properly set stops/limits in the current market environment. Gold and oil updates as well. A list of the key companies reporting this week -> CLICK HERE FOR DETAILS AND ESTIMATES ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____  Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guests: Kerry Lutz of The Financial Survival Network comes to us with a discussion on the benefits and pitfalls of metals as well as views on the economy. In this episode we also cover earnings season, economics, contrarian investing and other ideas. Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Kerry Lutz has been a student of Austrian Economics since 1977. While attending Pace University, he stumbled upon an extensive cache of Austrian Economic Literature in a dark, musty, abandoned section of the school’s library. After graduating from The New York Law School, he became an attorney and lifelong serial entrepreneur. His diverse career has included: running a legal printing company, practicing commercial law and litigation and founding a successful distressed asset investment company. After the 2008 financial collapse and the continued global economic deterioration, Kerry realized people needed a reliable source for accurate information. Believing that inflation would eventually run rampant, he dedicated himself to helping people protect and preserve their wealth. He urged investors to re-balance their investment portfolios and to implement precious metals based strategies to adapt to the new economic order. The ability to perceive economic reality, as well as to separate truth from governmental inspired economic fantasy will be essential for economic survival and prosperity in the years ahead. In 2010, Kerry gave up most of his other interests to pursue his long held desire of becoming a radio show host. Thus the Financial Survival Network was born. Its mission is helping you to survive and thrive in the New Economy. He has done hundreds of interviews with such financial luminaries as Peter Schiff, Harry S. Dent, Martin Armstrong and Peter Grandich. Kerry now appears on 1490 WGCH, in Greenwich, CT, every Tuesday from 11am-12pm EST. In addition, he is continually releasing new segments and interviews on iTunes, Libsyn podcasters and YouTube. His new Triple Lutz Report was an instant hit and continues to increase audience share.  ______________  Tradestation Vega Indicator - Free Lite Version HERE (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

It was an odd week indeed - perhaps we are entering... The Twilight Zone. There were so many news items out that should have shaken investor confidence that didn't. Either this is a bull rally that won't stop or a final gasp move that will start to unfold. In this episode we also spend some time on the Yen (again) and the point at which gold may start to look interesting to nibble at. If Japanese bonds (JGB's) start to falter, which investments will benefit? What stocks may be in play related to the outbreak of the bird flu and earnings season analysis. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____   Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....