DHUnplugged

DHUnplugged #476: Appeal of The Skinny Deal

Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside. We have a skinny, partial Phase 1 Trade Deal with China – what does it mean? IMF drops global growth to levels not seen since 2008/2009. PLUS we are now on […]

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DHUnplugged #475: The Fake List

Trade talks back on – then Trump hints on delisting Chinese companies trading on U.S. exchanges. Moving from an all out trade war to a new financial war. A race to the bottom in fees – puts a dent in major discount brokerage shares. The latest manufacturing report shows that the U.S. economy is cooling […]

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DHUnplugged #474: Talk Today Then Walk Away

Stocks remain in a consolidation pattern, looking for a catalyst to get past previous all-time highs. China trade deal continues the on- and off-again motion as trade talks conclude with China cutting their trip short. Commentary on oil prices, economic reports, the Repo market and more…. PLUS we are now on Spotify ! See this […]

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DHUnplugged #473: Moaning and Droning

Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region. On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans? Inflation will see a big move with the jump in oil prices – how will the […]

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DHUnplugged #472: The Rotation Begins

Closing in on all-time high levels again – while the impact of the trade war slows the global economy. Apple issuing debt to add fuel to buybacks an dividends. The new Volfefe index and more.. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow […]

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DHUnplugged #471: Blowhards

Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances. The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies. Good news and bad mixed for markets as we enter into a seasonally weak month. […]

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DHUnplugged #470: Trend on The Bend

Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted. Chicken sandwich wars and fake chicken on the menu. Are these signs of something or just business as usual? PLUS we are now on Spotify ! See this week’s stock picks HERE Follow […]

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DHUnplugged #469: Here Comes Mr. Know-It-All

Markets are taking back some of the steep losses from last week. All eyes are on the end of the week when we will hear from plenty of central bank know-it-alls from the Jackson Hole Eco confab. China’s economic condition is in focus and more…. PLUS we are now on Spotify ! See this week’s […]

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DHUnplugged #468: Rolling Coaster

Market volatility is back – 400, 500 and 600 point moves are all of a sudden in style. Bond yields plunge and gold prices soar on the heels of massive geopolitical upheaval. Argentina stock market plunges and President Trump backs off on some tariffs. PLUS we are now on Spotify ! See this week’s stock […]

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DHUnplugged #467: The Emperor’s New Clothes

Fed rate cut decision and the employment report – all in the same week. Tech has some good news and some bad… Thoughts on the latest earnings season and more. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

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