Month: November 2019

DHnplugged #482: To FOMO and Beyond!

Merger Monday Mania. Trade Deal Euphoria. To FOMO and beyond! London cuts Uber, Fake Meat Update and an update on the CTP. Yes, and a new brainteaser – just in time for Thanksgiving. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak...

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TDI Podcast: Meb Faber on Valuations and Investor Bias (#638)

Meb Faber is our guest for this week’s show. We get to know Meb a bit better and discuss topics ranging from home country bias, valuations, benchmarks to his current market outlook.

We start this episode with a quick look at the week that was and what to expect for the...

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DHUnplugged #481: Selective Buoyancy

Can’t keep it down – even headlines showing pessimism of a trade deal don’t shake these markets. Warning Notices: Hindenburg Omen and Ohama Titanic Syndrome… Ford’s entry into the EV market and more… PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak...

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TDI Podcast: Enhanced Fundamentals Through ESG Analysis (#637)

Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity.

We take a look at why this matters as an analysis tool and how it is being applied.

Plus, an update on the trade war, markets and...

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DHUnplugged #480: Easy Money

Hong Kong protests escalate with a deadly shooting. Asian markets sell off on the news. Easy money policy continues to fuel stock rally – although interest rates are climbing again. WeWork is looking for a new CEO – who is crazy enough to take on that role? PLUS we are...

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