Andrewhorowitz

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Investment Disciplines and Timely Advice.


If this is a recovery, what does it look like when we see a downturn? Perhaps the news will get it right this time. Instead of strutting out the “less bad” commentary, perhaps we will hear:

Less Good

More Bad

Not Stabilizing

Dropping

Brown Shoots

We were wrong…

Nah…That wouldn’t be politically correct.

Multi-family starts fell a whopping... read more

Posted on 09:59, November 18, 2009

The 5th Annual Podcast Awards are now in the voting stage. Amazingly, you have helped to put all 3 of my podcasts in the running for an award. Now comes the part where you can vote for your favorite show and I hope that you will choose The Disciplined Investor and/or DHUnplugged or The Winning [...]

Related posts:Podcast Awards – YOUR Nomination is ImportantThe Winning Investor Podcast WidgetsDHUnplugged on iTunes and Zune!

Posted on 08:00, November 18, 2009

We have updated our retail sales spreadsheet. We are seeing a continuation of the same trend that shows that sales are picking up, but remember that we are now starting to get the tailwind that is comparing a miserable period to today. This will help to make the numbers and comparisons look much better.

Many of [...]

Related posts:Same Store Sales – How Did Your Favorite Do? (ARO) (BKE) (GPS)Empire State Manufacturing Stalls, Retail Sales Rise (Somewhat)David Rosenberg on Retail Sales

Posted on 07:57, November 18, 2009
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