Ep 351: Andrew Horowitz - How Far Will Stocks Fall?

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 30 September 2015

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andrew Horowitz, Founder and CEO of Horowitz and Company, highlights several market risks that could send stocks lower in the short-term. Specifically, he believes the slowdown in China will continue to negatively impact commodities - and earnings estimates for S&P 500 companies are still too aggressive. Andrew also provides a game plan for investors. He breaks down his favorite names in the biotech, technology and energy sectors. He suggests investors buy these names on a further pullback. Finally, Andrew talks about key technical terms including death cross, golden cross and simple moving day averages. He explains why investors should be mindful of these trends since they can significantly impact sectors and stocks in the short-term.

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.1	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:16.0	How's it going out there? It's Wednesday, September 30th.
0:18.0	I'm Frank Curze, you host the Wall Street Unplugged Podcast,
0:22.0	where I break down the headlines and tell you what's really moving these markets.
0:30.0	You have a pretty interesting schedule coming up next few months, next few weeks as well.
0:35.0	Just came back from Toronto as you know I mentioned at last podcast. Special invite to
0:39.6	Spratt Headquarters. Spratt's one of the largest resource companies in the world, over $8 billion assets in the management.
0:47.0	Spent a full day with Eric Sprott, Rick Rule, John Embry, and these guys are like the Warren Buffett,
0:53.4	the Carl icon, Peter Lynch is the resource industry.
0:58.6	Been traveling a lot to Canada,
1:01.2	being the biggest investors, financial, CEOs, several billionaires to the resource space. Why I've been doing this? Because it's a secular industry. Once it turns, it's going to provide
1:14.0	enormous gains for investors, gains that I participated in in 2010.
1:17.0	Recommended some of the stocks in my phase one newsletter,
1:20.0	up 500%, 300% winners a bunch of them
1:28.0	I mean you hear once this cycle turns
1:30.0	they want to turns and we just took a turn for the worst right and pretty crazy when you look at the
1:35.2	Glencore news headline news company raised two and a half billion dollars last month
1:40.8	from a huge investors guys institutions like like Citigroup credit Swiss
1:44.5	UBS even the insiders bought more than 20% of the deal and they're already down
1:49.6	60% in a month on the equity side. It's insane. It could be the capitulation stage,
	...

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