Tag: DH Unplugged

DHUnplugged #518: Economic Healing

The latest employment report shows the economy is slowly healing – let’s take a closer look, shall we? Stimulus talks break down – so next steps are Executive orders and memorandums. Kodak is in the hotseat and markets are continuing to rally toward all-time highs. Fed Limericks are Back – PLUS we are now on […]

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DHUnplugged #517: Whac-A-China

Big earnings, big stock moves. Middle east tension ramping oil prices. TikTok ban or sale in the works. A check on earnings season and a look at the Kodak deal – now being looked into by the SEC. Lots to discuss – plenty of material in this episode. Fed Limericks are Back – PLUS we […]

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DHUnplugged #516: China in the Hot Pot

Fed Rate Decision and more stimulus on tap. This is going to be a big week for earnings and tech has plenty to prove. Rhetoric ratcheting up against China from many countries – but will anything really change? Taking a look at the earnings report playbook – weather is not the reason this time… Fed […]

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DHUnplugged #515: Road Rubber

Europe confirms massive stimulus package – free money/grants to the tune of €750 billion. Earnings season is heating up – looking where to rubber will meet the road. Some news on the U.S. Stimulus package. Fed Limericks are Back – PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John […]

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DHUnplugged #514: To The Moon!

Traders placing bets like it was crypto-craze all over again. Tech stocks stage a significant reversal and banks providing earnings. The pandemic is still raging and markets are begging for more stimulus. Announcing the winner of the SPOT Closest to the Pin! Fed Limericks are Back – PLUS we are now on Spotify ! See […]

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DHUnplugged #513: Stock Fever Baby!

Employment numbers are in – and markets like what they see. China’s markets run hot – returning to pre-pandemic levels. U.S. case count rising puts a crimp in the “V” shaped recovery plan. Stock fever is running hot… Gotta get some of that stock stuff baby! Fed Limericks are Back – PLUS we are now […]

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DHUnplugged #512: Shaken Not Stirred

A few important items to keep an eye on. Some big news in the airline space and an update on the worrisome trend with new cases around the country. We also have some thoughts on the upcoming employment report – to be released on Thursday. Fed Limericks are Back – PLUS we are now on […]

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DHUnplugged #511: A Gusher of Liquidity

Markets continue to ride high on the liquidity from global central banks. The USD is sinking – a good tailwind for US companies. A gigantic gaffe by Navarro about the trade deal – or was it? New highs for the NASDAQ as investors gobble up stocks Fed Limericks are Back – PLUS we are now […]

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DHUnplugged #510: All In For The Win

Markets getting a lift from some good economic news, combined with news from the Fed. Covid-19 spikes in several states are starting to spook investors, even as buy-the-dip is still alive and well. Petitions to take down statues, change the names of cities are all the rage. Fed Limericks are Back – PLUS we are […]

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DHUnplugged #509: A Swing and a Miss

Markets are in a frenzy. Jobs numbers post a surprising gain as economists and analysts are dumbfounded. Retail traders are betting big on bankrupt companies – as free money creates unprecedented moral hazard. Oh, an now – Fake Eggs are coming. Fed Limericks are Back – PLUS we are now on Spotify ! See this […]

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DHUnplugged #508: The Casino Is Open

Nothing appears to be able to stop the bulls from buying every dip. Even when there isn’t a dip, they continue to buy – regardless of headwinds or valuation concerns. Big week for economic data – although that doesn’t seem to matter either… Announcing the winner of the CTP for Intuit! Fed Limericks are Back […]

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DHUnplugged #507: Socialized Capitalism

Markets reacting violently to headlines of every vaccine trial. Questioning – is this socialized capitalism? Real Estate over-bidding again and more global stimulus on the way. Fed Limericks are Back! 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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