Sat, 11 Nov 2006 17:12:29 -0800 Peter Navarro http://www.peternavarro.com Podcast Maker v1.2.8a - http://www.potionfactory.com/podcastmaker Each week, University of California Business Professsor Peter Navarro and hedge fund manager Matt Davio present their weekly analysis of the economy and financial markets for discerning business executives and stock market investors. The analysis is based on the framework first developed in Navarro's bestselling investment guide "If It's Raining in Brazil, Buy Starbucks" and further extended in Navarro's latest book from Wharton Press, "The Well-Timed Strategy: Managing the Business Cycle for Competitive Advantage." Catch the print edition of this podcast and the Davio-Navarro Daily Blog at www.peternavarro.com. Economic and financial market analysis for the discerning business executive and investor Each week, University of California Business Professsor Peter Navarro and hedge fund manager Matt Davio present their weekly analysis of the economy and financial markets for discerning business executives and stock market investors. The analysis is based on the framework first developed in Navarro's bestselling investment guide "If It's Raining in Brazil, Buy Starbucks" and further extended in Navarro's latest book from Wharton Press, "The Well-Timed Strategy: Managing the Business Cycle for Competitive Advantage." Catch the print edition of this podcast and the Davio-Navarro Daily Blog at www.peternavarro.com. en Peter Navarro Peter Navarro pn@peternavarro.com http://homepage.mac.com/powerecon/peter05_144.jpg http://www.peternavarro.com 96 144 Business Stock market, investing, trading, strategy, corporate strategy no Peter Navarro Navarro examines the benefits of currency tradiing. Vaino features Novadel (NVD) Weekly Stock Market Analysis from Peter Navarro and Andrew Vaino Navarro examines the benefits of currency tradiing. Vaino features Novadel (NVD) http://homepage.mac.com/powerecon/nov17.mp3 Sat, 11 Nov 2006 17:05:02 -0800 Business no 00:07:32 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Peter Navarro reads the introduction to his new book The Coming China Wars. The book is available on Amazon.com and in fine bookstores everywhere. Read by the author. Book available now! Peter Navarro reads the introduction to his new book The Coming China Wars. The book is available on Amazon.com and in fine bookstores everywhere. http://homepage.mac.com/powerecon/ChinaWarsIntroFinal.mp3 Mon, 30 Oct 2006 17:57:41 -0800 Business no 00:20:35 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro remains a short term bull. Vaino highlights Exelixis (EXEL) Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro remains a short term bull. Vaino highlights Exelixis (EXEL) http://homepage.mac.com/powerecon/oct20-2.mp3 Sat, 14 Oct 2006 14:58:20 -0700 Business no 00:08:56 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at the decoupling of the U.S. economy and stock market. Vaino looks again at HEPH Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro looks at the decoupling of the U.S. economy and stock market. Vaino looks again at HEPH http://homepage.mac.com/powerecon/oct6.mp3 Fri, 29 Sep 2006 19:57:43 -0700 Business no 00:10:23 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Vaino shorts ImClone. Navarro handicaps an October correction. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Vaino shorts ImClone. Navarro handicaps an October correction. http://homepage.mac.com/powerecon/sept29.mp3 Sun, 24 Sep 2006 10:19:44 -0700 Business no 00:10:44 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro explains why the markets are up but technical analysis is losing and why oil prices are soft. Vaino offers up a biotech short. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro explains why the markets are up but technical analysis is losing and why oil prices are soft. Vaino offers up a biotech short. http://homepage.mac.com/powerecon/sept22.mp3 Fri, 15 Sep 2006 19:31:40 -0700 Business no 00:11:39 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro explains why Sept. is the cruelest market month. Vaino disputes the notion that "defensive stocks" are defensive and highlights Ligand Pharmaceuticals. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro explains why Sept. is the cruelest market month. Vaino disputes the notion that "defensive stocks" are defensive and highlights Ligand Pharmaceuticals. http://homepage.mac.com/powerecon/sept15.mp3 Fri, 08 Sep 2006 15:15:18 -0700 Business no 00:13:42 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro offers the Bull vs. Bear scorecard. Vaino highlights a sweet Swiss biotech SRA. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro offers the Bull vs. Bear scorecard. Vaino highlights a sweet Swiss biotech SRA. http://homepage.mac.com/powerecon/sept8.mp3 Sat, 02 Sep 2006 16:13:44 -0700 Business no 00:09:34 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at how the bond king Bill Gross has gone so wrong. Vaino highlights a homeland security macroplay in biotech -- HEPH Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro looks at how the bond king Bill Gross has gone so wrong. Vaino highlights a homeland security macroplay in biotech -- HEPH http://homepage.mac.com/powerecon/sept1.mp3 Sat, 26 Aug 2006 16:49:37 -0700 Business no 00:13:21 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro sees a short squeeze driving the latest rally. Vaino features a hot biotech nanocap. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro sees a short squeeze driving the latest rally. Vaino features a hot biotech nanocap. http://homepage.mac.com/powerecon/aug25.mp3 Fri, 18 Aug 2006 19:35:36 -0700 Business no 00:11:36 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro highlights the worst foreign policy gambit in U.S. history and its market implications. Vaino features a hot ethanol stock. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro highlights the worst foreign policy gambit in U.S. history and its market implications. Vaino features a hot ethanol stock. http://homepage.mac.com/powerecon/aug18.mp3 Sat, 12 Aug 2006 09:06:01 -0700 Business no 00:10:46 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro assesses current market conditions. Vaino comes up with a hot Canadian biotech. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro assesses current market conditions. Vaino comes up with a hot Canadian biotech. http://homepage.mac.com/powerecon/aug4.mp3 Sat, 05 Aug 2006 08:54:45 -0700 Business no 00:10:27 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro issues a cash call for a fun summer. Vaino highlights two biotech kids fighting in the sand box -- TRCA and INSM Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro issues a cash call for a fun summer. Vaino highlights two biotech kids fighting in the sand box -- TRCA and INSM http://homepage.mac.com/powerecon/july14.mp3 Sun, 09 Jul 2006 15:36:58 -0700 Business no 00:09:12 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro turns short term bullish. Vaino comes up with a shorting opportunity. Davio preaches the gospel of maximum pain. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro turns short term bullish. Vaino comes up with a shorting opportunity. Davio preaches the gospel of maximum pain. http://homepage.mac.com/powerecon/july7.mp3 Sat, 01 Jul 2006 09:29:35 -0700 Business no 00:17:01 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at the prospect of 50 basis point rate hike. Vaino highlights a fallen biotech angel. Davio provides a hedge fund microcosm of a macro market. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro looks at the prospect of 50 basis point rate hike. Vaino highlights a fallen biotech angel. Davio provides a hedge fund microcosm of a macro market. http://homepage.mac.com/powerecon/june30.mp3 Sun, 25 Jun 2006 08:43:37 -0700 Business no 00:09:57 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro contrasts the advice of George Soros and Art Laffer. Vaino highlights a white hot biotech stock. Davio explains the new Fed conundrum. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro contrasts the advice of George Soros and Art Laffer. Vaino highlights a white hot biotech stock. Davio explains the new Fed conundrum. http://homepage.mac.com/powerecon/june23.mp3 Sat, 17 Jun 2006 09:06:36 -0700 Business no 00:11:33 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro advises he Fed Chairman to zip his lip. Vaino highlights a hot biotech stock EPIX. Davio recommends a butterfly options strategy to play this market. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro advises he Fed Chairman to zip his lip. Vaino highlights a hot biotech stock EPIX. Davio recommends a butterfly options strategy to play this market. http://homepage.mac.com/powerecon/June16.mp3 Sat, 10 Jun 2006 09:24:29 -0700 Business no 00:14:39 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro illustrates why it's a Trader Joe's market. Vaino argues for a short sell on Sangamo Biosciences. Davio warns of liquidity trap. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro illustrates why it's a Trader Joe's market. Vaino argues for a short sell on Sangamo Biosciences. Davio warns of liquidity trap. http://homepage.mac.com/powerecon/june9.mp3 Sun, 04 Jun 2006 19:53:44 -0700 Business no 00:10:50 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro and Davio handicap the duration of the latest market bounce. Vaino looks at hot pick Amylin Pharmaceuticals. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro and Davio handicap the duration of the latest market bounce. Vaino looks at hot pick Amylin Pharmaceuticals. http://homepage.mac.com/powerecon/june2.mp3 Sun, 28 May 2006 09:16:12 -0700 Business no 00:13:54 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at the top which has been put into the market and warns of dead cat bounces. Davio notes the return of a bull market in volatility. Vaino highlights LCBM in the biotech corner. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro looks at the top which has been put into the market and warns of dead cat bounces. Davio notes the return of a bull market in volatility. Vaino highlights LCBM in the biotech corner. http://homepage.mac.com/powerecon/pod052606.mp3 Sat, 20 May 2006 16:26:45 -0700 Business no 00:12:32 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at a possible top in the market. Davio explains reflation. Vaino features ISIS pharmaceuticals. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro looks at a possible top in the market. Davio explains reflation. Vaino features ISIS pharmaceuticals. http://homepage.mac.com/powerecon/pod051906.mp3 Sat, 13 May 2006 08:15:41 -0700 Business no 00:13:12 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at the headline risk and upcoming Fed rate hike action, Davio is bullish on SPX while waiting for the reversal, and Vaino explains the mysteries of DSCO. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro looks at the headline risk and upcoming Fed rate hike action, Davio is bullish on SPX while waiting for the reversal, and Vaino explains the mysteries of DSCO. http://homepage.mac.com/powerecon/pod051206.mp3 Sat, 06 May 2006 08:18:01 -0700 Business no 00:14:22 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Davio does a beautiful analysis of bullish and bearish market sectors. The biotech corner spotlights Discovery Labs (DSCO), and Navarro looks at the Bernanke bounce. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Davio does a beautiful analysis of bullish and bearish market sectors. The biotech corner spotlights Discovery Labs (DSCO), and Navarro looks at the Bernanke bounce. http://homepage.mac.com/powerecon/pod050506.mp3 Sun, 30 Apr 2006 09:15:47 -0700 Business no 00:16:13 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro reflects on the recent visit of the Chinese president and explains why the GDP number on Friday is HUGE. Vaino shorts Neurocrine. Davio explains why market tops are processes and not moments. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro reflects on the recent visit of the Chinese president and explains why the GDP number on Friday is HUGE. Vaino shorts Neurocrine. Davio explains why market tops are processes and not moments. http://homepage.mac.com/powerecon/pod042806.mp3 Sat, 22 Apr 2006 18:19:44 -0700 Business no 00:14:53 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro provides a very interesting comparison of GDP growth rates prior to the 2001 recession and now. Davio explains why the yield curve is likely signaling slowdown, despite the contrary majority view. Vaino showcases Celgene and its star drug Revlimid. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro provides a very interesting comparison of GDP growth rates prior to the 2001 recession and now. Davio explains why the yield curve is likely signaling slowdown, despite the contrary majority view. Vaino showcases Celgene and its star drug Revlimid. http://homepage.mac.com/powerecon/pod042106.mp3 Sat, 15 Apr 2006 16:53:12 -0700 Business no 00:13:03 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro compares the 2006 economy and stock market to 1994 versus 2000 to parse the bull versus bear question. Davio looks at the state of the stock market indices versus oil, gold, and bond prices. Vaino takes a really cool look at Spherix (SPEX) and its sweet but risky play. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro compares the 2006 economy and stock market to 1994 versus 2000 to parse the bull versus bear question. Davio looks at the state of the stock market indices versus oil, gold, and bond prices. Vaino takes a really cool look at Spherix (SPEX) and its sweet but risky play. http://homepage.mac.com/powerecon/Pod041306.mp3 Sat, 08 Apr 2006 18:23:54 -0700 Business no 00:13:49 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro explains why revaluing the Chinese yuan is not the cure politicians make it out to be -- and the big risks involved. Vaino illustrates that biotech is a better play than Big Pharma and pans a couple of stocks. STAA and IMAX are the featured portfolio picks. The week's market movers are reviewed. (Davio is on vacation) Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro explains why revaluing the Chinese yuan is not the cure politicians make it out to be -- and the big risks involved. Vaino illustrates that biotech is a better play than Big Pharma and pans a couple of stocks. STAA and IMAX are the featured portfolio picks. The week's market movers are reviewed. (Davio is on vacation) http://homepage.mac.com/powerecon/Pod040606.mp3 Sun, 02 Apr 2006 16:34:20 -0700 Business no 00:16:33 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro reviews the coming week's market movers, including the Fed meeting on Tuesday. In the portfolio section, he introduces a new China telecom play with good technicals, XING. Davio's contribution, meanwhile, is required reading for anyone who thinks that ETFs are a great way to hold a sector or hedge sector risk. Vaino deals nicely with what might have been some egg on his face. After you see the discussion of VRX, you will see what I mean. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro reviews the coming week's market movers, including the Fed meeting on Tuesday. In the portfolio section, he introduces a new China telecom play with good technicals, XING. Davio's contribution, meanwhile, is required reading for anyone who thinks that ETFs are a great way to hold a sector or hedge sector risk. Vaino deals nicely with what might have been some egg on his face. After you see the discussion of VRX, you will see what I mean. http://homepage.mac.com/powerecon/pod033106.mp3 Sat, 25 Mar 2006 17:14:32 -0800 Business no 00:15:04 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Keene is one of the best radio analysts on the air. This interview looks at everything from current market conditions to the state of MBA education. Tom Keene from Bloomberg Radio's "On the Economy" interviews Peter Navarro Keene is one of the best radio analysts on the air. This interview looks at everything from current market conditions to the state of MBA education. http://homepage.mac.com/powerecon/bloomberg.mp3 Mon, 20 Mar 2006 20:15:45 -0800 Business no 00:12:26 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Davio illustrates why the housing market may be in for a technical bounce. Vaino comes up with a really interesting story about the economics of ethanol and a company named Diversa. Navarro previews next week's market movers and previews some new stocks in the portfolio. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Davio illustrates why the housing market may be in for a technical bounce. Vaino comes up with a really interesting story about the economics of ethanol and a company named Diversa. Navarro previews next week's market movers and previews some new stocks in the portfolio. http://homepage.mac.com/powerecon/POD032006.mp3 Sat, 18 Mar 2006 15:06:28 -0800 Business no 00:14:15 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro cites two very rare events as indicators of market weakness. Davio provides a treatise on the relatonship between commodity prices and stock and bond market movements. Vaino highlights a new biotech stock VRX. The weekly market movers are highlighted. Stock picks and pan! Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro cites two very rare events as indicators of market weakness. Davio provides a treatise on the relatonship between commodity prices and stock and bond market movements. Vaino highlights a new biotech stock VRX. The weekly market movers are highlighted. Stock picks and pan! http://homepage.mac.com/powerecon/Pod031406.mp3 Sun, 12 Mar 2006 14:50:12 -0800 Business no 00:12:01 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro reviews the upcoming macro calendar and reveals a few new stock picks and pans. Davio takes a hard look at the consumer and issues a bearish call for the retail sector. New contributor Andrew Vaino goes long on ELN, TRCA and INSM. Weekly Stock Market Analysis from Navarro, Davio, and Vaino Navarro reviews the upcoming macro calendar and reveals a few new stock picks and pans. Davio takes a hard look at the consumer and issues a bearish call for the retail sector. New contributor Andrew Vaino goes long on ELN, TRCA and INSM. http://homepage.mac.com/powerecon/Pod030506.mp3 Sun, 05 Mar 2006 15:25:56 -0800 Business no 00:15:40 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro likens the current market to a poker game in a hurricane. Davio features some astonishing quotes from Paul Volcker and Robert Rubin and analyzes the dollar chart. The macroeconomic calendar promises a hot and heavy volatile week. Hot new stock picks.... Weekly Stock Market Analysis from Navarro and Davio Navarro likens the current market to a poker game in a hurricane. Davio features some astonishing quotes from Paul Volcker and Robert Rubin and analyzes the dollar chart. The macroeconomic calendar promises a hot and heavy volatile week. Hot new stock picks.... http://homepage.mac.com/powerecon/pod022506.mp3 Sat, 25 Feb 2006 17:29:29 -0800 Business no 00:12:30 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro looks at Ben Bernanke's upcoming testimony before Congress. Davio analyzes charts for gold, commodities, the S&P500 and the Nasdaq Weekly Stock Market Analysis from Navarro and Davio Navarro looks at Ben Bernanke's upcoming testimony before Congress. Davio analyzes charts for gold, commodities, the S&P500 and the Nasdaq http://homepage.mac.com/powerecon/POD021406.mp3 Sat, 11 Feb 2006 17:29:22 -0800 Business no 00:11:18 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro discusses the "February Effect," Davio explains why the Russell 2000 may be in a parabolic fade and what it means for the market, and stock picks and pans features a special section on plastic surgery stocks. Weekly Stock Market Analysis from Navarro and Davio Navarro discusses the "February Effect," Davio explains why the Russell 2000 may be in a parabolic fade and what it means for the market, and stock picks and pans features a special section on plastic surgery stocks. http://homepage.mac.com/powerecon/POD020406.mp3 Sun, 05 Feb 2006 07:35:00 -0800 Business no 00:12:54 Stock market, investing, trading, strategy, corporate strategy Peter Navarro In the Big Picture, Navarro tries to sort out a bullish January Effect from a longer term bear trap. Davio looks at global reflation. A very big macroeconomic calender is previewed and three new stocks are added to the portfolio. Weekly Market Movers, Analysis, and Stock Picks In the Big Picture, Navarro tries to sort out a bullish January Effect from a longer term bear trap. Davio looks at global reflation. A very big macroeconomic calender is previewed and three new stocks are added to the portfolio. http://homepage.mac.com/powerecon/Pod0130062.mp3 Sat, 28 Jan 2006 19:06:05 -0800 Business no 00:10:50 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro calls a market top. Davio looks at the three major drivers of mediocre performance. A slew of earnings reports and Friday's GDP report are tagged as the big market movers of the week. Navarrp calls for shorts on the retail, finanancial services and banking sectors. Weekly economic and stock market analysis for the discerning investor and business executive from business professor Peter Navarro and hedge fund manager Matt Davio. Navarro calls a market top. Davio looks at the three major drivers of mediocre performance. A slew of earnings reports and Friday's GDP report are tagged as the big market movers of the week. Navarrp calls for shorts on the retail, finanancial services and banking sectors. http://homepage.mac.com/powerecon/Pod012106final.mp3 Sat, 21 Jan 2006 17:49:32 -0800 Business no 00:11:18 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro explains the Fed's current conundrum and previews the week's economic calender. Davio explains the importance of housing in the GDP equation. MSFT and RIMM are analyzed. Weekly economic and stock market analysis for the discerning investor and executive. Navarro explains the Fed's current conundrum and previews the week's economic calender. Davio explains the importance of housing in the GDP equation. MSFT and RIMM are analyzed. http://homepage.mac.com/powerecon/Podcast011606.mp3 Mon, 16 Jan 2006 16:30:27 -0800 Business no 00:16:20 Stock market, investing, trading, strategy, corporate strategy Peter Navarro Navarro assesses whether the fast start for the stock market in 2006 is a harbinger of a new bull market. Davio looks at the stats on bullish investor sentiment and the times that has actually yielded a bull market. Navarro previews the economic calendar, focusing on the trade report and the PPI. Navarro and Davio handicap the prospects for a bull market in 2006. Navarro previews the economic calendar, with a particular look at the burgeoning U.S. trade deficit. Navarro assesses whether the fast start for the stock market in 2006 is a harbinger of a new bull market. Davio looks at the stats on bullish investor sentiment and the times that has actually yielded a bull market. Navarro previews the economic calendar, focusing on the trade report and the PPI. http://homepage.mac.com/powerecon/WTSPOD010906.mp3 Sun, 08 Jan 2006 15:39:31 -0800 Business no 00:08:55 Stock market, investing, trading, strategy, corporate strategy