Andrew Horowitz, Founder and CEO of Horowitz and Company, highlights
why he believes the Fed will raise rates in December but then they should “just shut up.”
Europe’s monetary policy isn’t working and China’s still a mess yet The Fed. believes they are in charge and that they can manipulate anything.
Andrew also provides a game plan for investors. He breaks down the changes in the retail sector. He says it’s moving more and more online. It’s just too convenient not to shop that way.
Andrew talks about Facebook, Twitter and Netflix. He explains why investors should be mindful of these trends since they can significantly impact sectors and stocks in the short-term and he warns about the stock buybacks that are flooding corporate America today.
Finally, he offers up a bunch of interesting investment ideas. After reviewing his ideas when he was last on in September you really should listen closely today
Wall Street Unplugged - What's Really Moving These Markets