Tag: DH Unplugged

DHUnplugged #408: Live From NY – It’s DH Night!

Markets appeared to be back in bull mode. Earnings season wraps up with very impressive results. Buybacks are massive and buyers like what they see. There has also been a noticeable lack of headline risk as little mention of tariffs or other negative tones are heard into the mid-term elections. Plus, we take a look […]

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DHUnplugged #407: Apple Love Returns

Even with an average quarter, big bets are being made on the bright prospects for Apple (AAPL). HUGE buybacks and a dividend hike are the darling of Wall Street – the love affair is rekindled. Unemployment dips below 4% and important inflation data is due this week. Of course we have some great Fed limericks […]

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DHUnplugged #406: Hugs and Hand Holding

Leaders are hugging it out these days in an attempt to show that all things are just peachy. If only…. Markets are still seeing volatility as rates are rising and the Fed is about to tell us their next move. Earnings season is wrapping up with some good news and bad news. Plus all of […]

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DHUnplugged #405: Bond Bubble Bursting

Now back, John C. Dvorak will provide some insight on his mysterious disappearance. Earnings season is in overdrive as the 10-Year treasury blows past the psychological 3% level. Is the bond bubble finally bursting? Plus, we announce the winner of the Closest to The Pin for Home Depot (HD) and cover all the important biz […]

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DHUnplugged #404: A Whole Lot of Half Truths

Where is JCD? Missed the show this week… Quick solo show with headlines and news tidbits from Andrew. Markets are getting a boost as much of the headline news has subsided. Earnings season is underway and there are a few half-truths that are being spread around that we will get straightened out. Covering a chunk […]

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DHUnplugged #403: Batting With A Blindfold

Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded. Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will […]

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DHUnplugged #402: TRADE WAR!

Trade war on the way? Seem that is the case – even though it is being downplayed. Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets? A look at the Spotify direct listing as well as some of the important items […]

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DHUnplugged #401: Smooth Sailing to Shipwreck

A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway. Facebook is getting grilled from all sides and the stock is under major pressure. Technical levels are in play as the sell-side continues to harp on the fundamental […]

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DHUnplugged #400: Facebook’d

Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior.  Even so, once Congress gets involved things can […]

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DHUnplugged #399: Headline Overload

Shakeups at the White House – inflation concerns wane. Plenty of market moving action this week. Tariffs have been put in place, but at a much more gentle level than was first expected. Jeff Bezos is taking over the world and his net worth proves it. Market insights and stock picks too – all in […]

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DHUnplugged #398: Flippity Floppity Cohn Groan

Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not. The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price...

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DHUnplugged #397: Correction Rejection Inflection

An impressive reversal over the past couple of weeks as investors believe that the recent drop was too far, too fast. The Fed looks to provide some insight into their rate hike path as we decipher the recent testimony from Jay Powell. Plus – tech news, Channeling Market Predictions and our outlook and insights.397 ; […]

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