Month: August 2018

DHUnpplugged #421: Consume With Confidence

Consumer confidence has hit a high not seen since October 2000. With more money in their paychecks from the recent tax cuts, people are back spending again. Markets hitting all-time highs as trade tensions dissipate.421 President Trump has some new political headwinds as some close allies have found themselves in...

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TDI Podcast: Positive Feedback Loops (#576)

Stocks seem impervious to bad news. Investors are squarely focused on the positive economic and underpinnings that have been driving markets higher.

In this episode we discuss what to look for if economic conditions change and investor sentiment sours. More importantly, how not to get ahead of any potential downturn that...

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DHUnplugged #420: The Big Weed Show

It’s show 420 and we are covering more than markets. Yes, a special section discussing the latest weed news and some stocks to watch. Insights into the recent moves in currencies, crypto and a few odd stories that need to be reviewed. Of course we will also cover economics and...

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TDI Podcast: Adventures in Asia (#575)

Back from vacay and there are stories to tell. Plenty of interesting findings in South Korea and Shanghai – and find out about the stinky tofu we “enjoyed”.

There are big questions that need to be answered regarding the potential for more contagion from the recent meltdown in emerging market currencies....

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DHUnplugged #419: Tweet Magic Secured

Some sideways action and churn in markets as investors digest the latest from around the world. The Turkish Lira takes a dive, now down 80% against the U.S. Dollar in 2018. With earnings season behind us, the next focal point will be how the Fed’s tightening program may be causing...

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