DHUnplugged

DHUnplugged #492: Hard Stop

Markets stage a stunning comeback after a horrific week. Updates on the Baltic Dry Index – shows that global trade is suffering since peaking in September 2019. Tesla finally comes back down to earth – for a day – and an update on the impact of the fast spreading CoronaVirus. YES – Limericks are Back! […]

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DHUnplugged #491: All-Clear Or All-Fear ?

Investors are re-rating global growth in light of the CornaVirus outbreak – maybe. Tax hikes are being floated as plans to help middle income earners by the democratic candidates – how is that going to win over voters? Markets around the world on edge – but is this PLUS we are now on Spotify ! […]

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DHUnplugged #490: Elites Gather On The Slopes

Nothing going to derail the U.S. equity rally – even selling pressure after a new deadly virus strikes China has limited impact. Upgrades are coming in fast and furious – earnings season will be a checkpoint for analysts. Better news out of Europe – hopes for the bottoming process to take hold. Davos confab – […]

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DHUnplugged #489: Heel on Throat

Here we are again – earnings seasons and banks are making lots of money. The Phase 1 trade deal is scheduled to be signed on Wednesday (1/15/20) – what does it mean for markets? MJ stocks may again be in the spotlight…Tesla hits all-time highs and more… PLUS we are now on Spotify ! See […]

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DHUnplugged #488: A Fresh Dose of Froth

Tension in the Middle East – what happens if oil prices surge? You will be surprised to hear what we found. Historical wartime market performance explored with @therealdvorak The new year starts with investors looking to get in on the action – no matter how frothy market conditions have become. PLUS we are now on […]

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DHUnplugged #487: 2019 Complied (Part 2)

Part 2: Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 2 we discuss: IPO, Tech, Tariff, Brexit. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

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DHUnplugged #486: 2019 Compiled (Part 1)

Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 1 we discuss:  The Hosts, News Media and President Trump. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

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DHUnplugged #485: Resolutions

We have a trade deal! Markets love it and building on gains. Brexit resolution is at hand. Headwinds resolving. MOMO is the play as markets move up – chasing performance into the end of the year. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak on Twitter […]

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DHUnplugged #484: This Does Not Compute

Awaiting the decision on tariffs hikes ahead of the weekend deadline. Massive outflows from equity funds, but markets continue to rally. The Peloton Wife is a thing…. 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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DHUnplugged #483: The Tariff Man Strikes Again (Notes Only)

Show Notes for the show that never happened…. The last few weeks for this decade. Stocks having a banner year with only a few hurdles remaining. China trade deal remains elusive with the potential for an increase in tariffs set for December 15. Plenty of interesting topics, a new brainteaser and a look at recent […]

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