You know you’re good when MSN Money says:
A 15% portfolio gain in any 6-month period is impressive. It’s downright stunning that Strategy Lab trader Andrew Horowitz could achieve that in the ugliest market since the 1930s. Here’s how he did it.
Well, I was fortunate enough to sit down with the Jew–or at least have my email answered, quickly, by him so that you could answer more questions than those basic ones he answered in his best-selling book:
Oh yeah, what really made me feature him is that he went out, a bit, on a limb to pound his Jew chest that he thought the shippers were gonna rise…namely EXM, one day before they all rose like 50%:
1. How did you know EXM was going to surge, have you given up religion and made a deal with the devil?
I made a deal when we became friends. 
)
We watch the Baltic Dry Index and looked at the for a while.
This had us in and out of EXM back in December for a very nice profit. But this time, we saw that the stimulus in China was going to be a major driving force as was the same in the U.S. (Whether we like it or not). We moved into EXM @ 5.99 for clients of The Disciplined Investor Managed Growth Strategy and will be careful to watch downside from here…
I am really beginning to like the agriculture stocks and some commodities as there need to eat is not going away and many got crushed, way beyond reason. Also EXM fundamentals are looking nice, growth is off the charts and unless we get MUCH worse (which is possible) we think this could strengthen, but again we are not married to the position.
2. How are you spending your EXM profits?
Buying instructional trading DVDs, how else?
3. What’s your next 1 solid long pick and why?
We have several ideas, some short, some long. Shorting the LONG Treasury is working for us (TBT) and we are short Exxon (XOM). But, we are really looking foer a move in Oil , even as there are consumption and inventory issues. We are using UCO, leverged ETF for this. (Also, look here…. at the bottom)
I like China, so LONG, FXI
4. When’s the 1st annual disciplined investor party and where? Are you looking for co-hosts?
We party everyday, virtually on our private client blog ( we like transparency – AND have a 10 day test drive available so people can see what we do/how we do ) Talk daily about markets, portfolio and ideas. But, we will consider.. Will you come? Only DISCIPLINED INVESTORS WELCOME..
5. Have you performed better or worse since you got rid of the moustache? Was the shaving of it required by the devil?
WAIT! I knew something was different. When did that happen?
Tags: Interviews, Q&A, Real Wall Streeters
