DH Unplugged

There is a ton of info that will be flowing over the next few days. Aside from earnings, the Fed is releasing its monthly decision and the official jobs report comes Friday. Revisions to GDP as well. We also talk about the resilience of the markets along with some wonky stock moves. (http://www.dhunplugged.com/wp-content/uploads/2013/07/usu.jpg) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  John's ebook is coming out at the end of the week - make sure to get details at Dvorak's site Horowitz has a series of trading indicators now available for Tradestation - see HERE for more.. An example of the TriggerCharts AutoPilot Algo for US Steel (X) (http://www.dhunplugged.com/wp-content/uploads/2013/07/tc_autopilot.jpg)

Earnings are coming in fast and furious. We look at the sales of iPhones as well as some of the interesting economic news and headlines. Detroit files bankruptcy - what is next for bonds? (http://www.dhunplugged.com/wp-content/uploads/2013/07/image.jpg)   ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

Morocco Boy is back. We discuss Yahoo! stacking as well as the Boeing fiasco(s). Some of the interesting moves for Tesla (TSLA). Also, the new Hyperloop technology that promises to take you from SF to LA in 30 minutes. Where did this idea and where is it going?   ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

Housing has been pretty strong and there are some good areas in the world that we can find. However, there is something brewing under the surface as can be seen by the massive sell off in commodities. We discuss China as well as many of the key topics that will shape markets. (http://www.dhunplugged.com/wp-content/uploads/2013/06/spending.jpg) ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

LIBOR rigging and the NSA are both topics of discussion as well as Adobe's earnings and the dreaded word Taper. We also touch on a few stocks that are in the news as well as some off the beaten path stories. Fun as always.... (http://www.dhunplugged.com/wp-content/uploads/2013/06/golddrop.jpg)NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... Some of the insider transaction sites we discussed: * http://www.insidermonkey.com/insider-trading/ * http://www (http://www). finviz.com (http://finviz.com) *  http://finviz.com/insidertrading.ashx?or=-10&tv=100000&tc=7&o=-transactionValue * http://insidertrading.org/ (http://insidertrading.org/) * http://wsj.com/mdc/public/page/2_3024-insider1.html * http://www.insidertrade.net/category/insider-buying/ * http://insiders.morningstar.com/trading/insider-summary.action? ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

Lots of goodies in this episode. From Edith Bunker to Michael Douglas we look at these and more of the important issues facing markets and investors. (http://www.dhunplugged.com/wp-content/uploads/2013/06/archoe.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

Lots to discuss with all of the "currency wars" starting to become a reality. South Korea and Japan are now in a rift and there is evidence that the bond bubble burst has started. Nothing like a good collapse as far as JCD is concerned. (http://www.dhunplugged.com/wp-content/uploads/2013/05/Tapering.png) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

58% of public pools have been found to have feces in the water. Just some of the items of interest in this episode. We also talk about the global markets as well as the current state of affairs with the Fed. Some interesting comments about the SAC hedge fund insider trading fiasco and closure. NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... (http://www.dhunplugged.com/wp-content/uploads/2013/05/poop-1-1.jpg) ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother. NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... (http://www.dhunplugged.com/wp-content/uploads/2013/05/3551663446_ede9cfb51c_b.jpg) ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.  

Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more... (http://www.dhunplugged.com/wp-content/uploads/2013/04/sellmay.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___  The charts discussed in this episode: (http://www.dhunplugged.com/wp-content/uploads/2013/04/chinaeco.jpg) (http://www.dhunplugged.com/wp-content/uploads/2013/04/yen.jpg) (http://www.dhunplugged.com/wp-content/uploads/2013/04/qqq.jpg) __________

The computers took over once the (false) Tweet was released that there was a bombing in  the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, Apple (AAPL) earnings and more.... (http://www.dhunplugged.com/wp-content/uploads/2013/04/twitter-follow-achiever.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___   __________

Now that was "fun" no? Gold plunged and we discuss the reasons and the rationale. What to do next? Bitcoin and many other topic that you will want to hear are explores in this episode. (http://www.dhunplugged.com/wp-content/uploads/2013/04/house_of_cards.jpg)     NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___   __________

We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the recent Medicare reimbursement decision. (http://www.dhunplugged.com/wp-content/uploads/2013/04/fishy.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Something fishy with big move on Humana? (http://www.dhunplugged.com/wp-content/uploads/2013/04/humana.jpg) Netflix (NFLX) at critical support (http://www.dhunplugged.com/wp-content/uploads/2013/04/nflx.png) __________

Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more... Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/03/russia-300x220.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

China's economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge - one of us is short and the other long.... Hear all about our thoughts on the markets Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/03/nflx-300x177.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________