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The Alarm Bells are Ringing
The liquidity driven rally is going to have to get some legs on its own, or there will be big problems very shortly, says Andrew Horowitz, president and founder of Fort Lauderdale, Florida based Horowitz & Company.
Andrew, who has built a major presence on the Internet, publishing at www.thedisciplinedinvestor.com , argues that investors are getting worn out by an onslaught of contradictory news coming out of Washington, and can pull the rug out from the market very quickly. “When the risk switch is flipped “on,” traders pile into positions, and when it is flipped “off”, they pile out just as quickly,” says Andrew.
Virtually every technical indicator he follows was flashing overbought in mid January, forcing Andrew to dump half his long positions. Andrew uses a holistic approach to the market which he calls “QantaFundaTechna,” which blends quantitative, fundamental, and technical approaches to generate buy and sell recommendations on stocks, mutual funds, ETF’s, and options. He is only using mutual funds in the offshore small cap arena where mangers can use language and knowledge of local business and accounting practices to add value.
His strategy enabled him to get through the disastrous 2008 and 2009 with low single digit returns, when traditional advisors lost a third to a half of their clients’ money. Even though many technical and fundamental models were blowing up left, right, and center, Andrew lived to fight another day.
Andrew is a registered investment advisor, blogger, and podcaster extraordinaire. His podcasts, 145 of which have been posted so far, and are rated among the “Top Ten iTunes”. He lists among is most interesting interviewees former labor secretary Robert Reich, hedge fund manager Dennis Gartman, and penny stock trader Tim Sykes.
In 2007, Andrew has published a book about his approach called The Disciplined Investor-Essential Strategies for Success. Andrew also writes for AOL Finance and MSN Money. Longer term Andrew, who now has $80 million in high net worth customer accounts under management, prefers South Korea (EWS), Singapore (EWS), Brazil (EWZ), and India (EPI). Technology still has a long way to run, and among the commodities, coal looks interesting. He likes the precious metal, and things he’ll get more bang for the buck with silver versus gold. In the end, Andrew believes that we are all going to have to work a lot harder and smarter to get descent returns.
You can learn more about Andrew Horowitz by visiting his website at www.thedisciplinedinvestor.com. To hear my complete interview with Andrew on Hedge Fund Radio, please go to my website by clicking here at http://www.madhedgefundtrader.biz/Andrew_Horowitz.html
For more iconoclastic and out of consensus analysis, you can always visit me at www.madhedgefundtrader.com , where the conventional wisdom is mercilessly flailed and tortured daily.
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Oushikuso!
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Kisama Yagorosen Yarichin
If he's in the same class at Tim Sykes, then fuck that shit.
Hey gang.... If you are going to bang the post - at least get things straight.
jc125d - Not the same Horowitz obviously.
Anonymous - Yes there should be a "U"
Sorry that it appears to be a commercial, infomercial. Not sure what that is about. Many of you listen to Tyler on my show over the past few months, but agree that this is from the "not much info here" zone.
Maybe we should see what Tyler thinks...
Interview was okay though, even if this was somewhat infomercial like.....
Andrew Horowitz
(The Disciplined Investor)
Advertorial
Wow that was super awesome!!! Isn't Mr. Horowitz the guy who helped Randy Marsh invest his son's college fund money?
aaaaand it's gone!!!
Got a hat with this on it? Shouldn't there be a 'u' after the 'Q'?
“QantaFundaTechna,”
This post is nothing but a commercial. What a self indulging piece of crap.
--- canned hamz bitchez!!!
Yes, other posts have been at least entertaining, but you're right, this one is SPAM BITCHES!!!.
MHFT seems to be as tenacious as Leo yet never posts in the "unwashed" comments. Who cares, I guess.
+1. "SPAM BITCHES!!!" Priceless.
Advertorial
Adam Horowitz is a boob, but I hope he paid you some good coin for this puff piece.
"In the end, Andrew believes that we are all going to have to work a lot harder and smarter to get descent returns."
So, we have to work longer and harder to watch our money go down? If I work less hard and more stupidly, will I get "ascent" returns?
Just wondering...
Wasnt 2009 the year of "high double digit" returns?
Sounds like this guy is just pessimistic... and he thought markets were "overbought" in June 09. Those guys are everywhere...
I'm with CTB and Daedal on this one ...
verrrry cheeeesy ...
Does his mother think he's beautiful too?
It will be a very long time before I read another piece by the
Madhedgefundtraderprostitute.
This was shameless commercial that cheapened Zerohedge.
More BS from the MHFT. What a crock.
And what were those indicators saying in Dec, Nov, Oct, Sept '09? This is a fluff piece. I thought these types of financial infomercials were only relegated to the downtrodden areas of the internet, like TheStreet.com and Fool.com
I hope Mr. Horowitz paid you for this spot