The Fed cuts and keeps markets guessing.

Silver hits a record – up 100% this year.

Looking at frameworks and fake transparency.

And our guest – Ed Easterling, Founder and President of Crestmont Research

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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.

Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.

Check this out and find out more at: http://www.interactivebrokers.com/

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Stocks mentioned in this episode: (SPY), (QQQ), (NVDA), (IBM)

Quick flip and pivot – Fed in focus.

Stagflation alert – inflation remains sticky.

Unemployment – ADP show massive losses in one category.

Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.

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Andrew Wilkinson, Director of Trading Education at Interactive Brokers.

Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.

Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL.

Learn More at http://www.ibkr.com/funds

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Stocks mentioned in this episode: (BTCUSD), (DIA), (SPY)

Tax Relief Boosts Corporate Earnings

S&P 500 Financial Performance Analysis

Share Buybacks and Market Indices

Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices

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Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.

Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry.

Howard graduated with a B.S. in Business Management from Syracuse University.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (NVDA), (DELL), (BTCUSD)

We got numbers!

NVIDIA EARNINGS – now we know – remarkable turnaround on the news.

Yen at critical levels – global markets should be on alert.

This week’s guest – Tim Knight – a self proclaimed Permabear.

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Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.

He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.

He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.

In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.

Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.

You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)

The Government is back open – is that a good thing?

October’s economic data may be lost forever.

Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.

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Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.

Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)

The Emperor New Clothes – looks familiar.

A closer look at valuations

Tariffs under fire – Supreme court hearings.

And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.

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Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets.

Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.

Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)

Swiss cheese agreements.

Overspending by big tech – could that be their downfall?

A rate cut in the dark and AI’s Impact on Future Workforce.

Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.

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Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.

His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.

He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.

He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.

He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.

Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).

Follow @vitaliyk

Check this out and find out more at: http://www.interactivebrokers.com/

More information available on Horowitz & Company’s TDI Managed Growth Strategy

Stocks discussed this week (ORCL), AMZN), (MSFT), (DIS), (AMD), (NVDA), (NOK)

It’s time to tend to tend to the garden – a little maintenance for the portfolio

October does what it usually does

Targets raised, analysts are trying to keep up – even if earnings miss

And our guest – Danielle DiMartino Booth – the “Fed watcher”

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As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.

To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.

She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.

Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.

DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

Follow @DiMartinoBooth

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)