Month: July 2018

DHUnplugged #416: Buying Frenzy

Earnings season is on! Already seeing a few names getting love and some getting the boot. Investors continue to look past all headwinds and buying every chance they get. Good news is good news and bad news is an opportunity. The VIX is now near 12 again – more bullish...

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TDI Podcast: Banging Heads with Curzio (#571)

Frank Curzio lays out his case on why tariffs are not so bad – this is an area we disagree. Plus we take a look at what is working in this market, a few stock spicks, the outlook and some additional areas to consider.

A look back at the week’s...

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DHUnplugged #415: Gangsta Style

North Korea seems to want to extend the “negotiations” on denuclearization.  Earnings season is about to get underway as the major banks are set to report later this week. Interesting news on the share buyback front, Brexit negotiations are in disarray, tariffs have been imposed on China – and the...

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TDI Podcast : A New Twist on Seasonality Charts (#570)

After a holiday shortened week, markets shook off any concerns about tariffs and focused on the continuing strength in the U.S. economy.

In this episode, we discuss the importance of the current yield curve and how that may predict economic activity out a few years. We also take a look at...

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DHUnplugged #414: IN-Depend Day

The tough tariff talk is starting to make investors a bit skittish. With the holiday shortened week, many are looking forward to some good news out the the U.S. economy – specifically the employment picture – due Friday. The global backdrop is becoming a big concern as the idea that...

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