Summary: China's economy continues to slow, stimulus measures are everywhere. Stocks are reacting favorably to the notion that the FED is about to unleash a new round of QE. Woman are still spending and the big announcements this week: Apple and German courts on the 12th. Some stocks that we are watching and why inflation may be the best way to get this economy moving - but not how the FED is working it. This episode is dedicated to my grandfather, Papa Freddie, who passed this week at the age of 93. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Stocks that may benefit from China infrastructure Stimulus: Cliff's Natural Resources (CLF) Cemex (CX) Gerdau SA (GRR) US Steel (X) AK Steel (AKS) Freeport-McMoRan Copper & Gold Inc (FCX) Alcoa (AA) Vulcan Materials (VMC) Nucor (NUE) SPDR Materials ETF (XLB) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....
