DHUnplugged

DHUnplugged #426: Bull/Bear Cage-Fight

Rates are rising and equity markets are not too keen on that. The good news is getting too good and that is setting up expectations for more rate hikes to come. China adds stimulus in the form of lower reserve requirements, but after a elongated holiday they close down toward the lows. Earnings season is […]

Read More

DHUnplugged #425: TriggerFree Jazzy Hands

Trade dispute with Canada appears to be resolved and markets respond positively. Oil prices continue to surge and Fed continues to ratchet rates higher. News on the employment picture are coming that will give us one more piece of evidence about the direction for the economy. Plus, a new Closest to the Pin is announced […]

Read More

DHUnplugged #424: The Trade Kerfuffle

What to call it? If it looks like a trade-war, swims like a trade-war, and quacks like a trade-war, then it probably is a trade-war. But call it what you will…. Plenty of M&A news this week and an update on the never-ending buybacks that are helping to support markets. The latest on the Hindenburg […]

Read More

DHUnplugged #423: Storm Approaching

Hurricane Florence is on her way to the east coast of the U.S. A storm is also starting to build within the fixed income arena that will be explored. Plus – a look at the latest economic reports and stocks to watch. ; See this week’s stock picks HERE Follow John C. Dvorak on Twitter […]

Read More

DHUnplugged #422: Burning Down Da’ Shoes

Emerging markets are still under pressure while the U.S. is a bright spot. New Nike ad gets under the skin of many and they are burning their shoes in response. Plus – a look at some interesting news and a few stock ideas. Plus an update on the Closest to The Pin for Canopy Growth […]

Read More

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 hot water. Plus a new […]

Read More

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 other important market moving items […]

Read More

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 markets to seize up out […]

Read More

DHUnplugged #418: Carnage is the New Buzzword

Tech stocks getting slammed after Netflix, Facebook and Twitter have some very concerning earnings reports. Trade wars getting in the way of a rosy outlook, but U.S. economic growth remains robust. Plus, we take a look at the latest engineering marvel from Tesla and a creepy AI project out of China. See this week’s stock […]

Read More

DHUnplugged #417: Desperate Measures

Big earnings continue to be seen. Tech is cleaning up, cloud computing companies on fire. Industrials – not so good. Odd request from Tesla explored and a look into the future of car ownership. Plus, the last of the Fed Limericks! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew […]

Read More

false