PODCASTS


DHUnplugged #362: Social Media Gone Wild

Does social media impede productivity? Can it be blamed on some of the slow growth around the world? What is going on with Brazil? Is there a trade in all of this mess? Investors seem less concerned this week about any of the domestic scandals that have been cropping up – maybe it is just […]

DHUnplugged #361: Impervious ?

Markets appear to be impervious to any news that may be negative. Buy the good and the bad it appears. So far….. An update on a few of the recent stock picks, SNAP and markets. Airlines are still in hot water and we look into whether this is simply social media pressing buttons or something […]

DHUnplugged #360: Contemplating Complacency

Did we just happen upon the short of the century? The VIX drops below $10 to a multi-decade low – is this the new normal or something else? Is this simply high confidence or off the charts complacency? Apple and the “big boys” are holding up markets, but below the surface there is something else […]

DHUnplugged #359: Retirement Plans In Jeopardy

Earnings season is underway and there have been some big winners and some monstrous losers. GDP slows as does some other important U.S. economic metrics. The VIX hits single digits this week before it pops higher  – a sign that there is too much complacency in the markets? New rules being discussed may lose the […]

DHUnplugged #358: Biggest Ponzi Scheme Ever?

Is it possible that this is just one gigantic Robin-Hood Ponzi Scheme? We take a look at one of the biggest companies out there and scary similarities to a typical Ponzi. Earnings are starting to roll in and so far they are looking somewhat weak. But, there is always the upcoming tax reform – oh […]

DHUnplugged #357: Fear Creeping In

The VIX is moving – closing at the highest levels of 2017 as geopolitical tensions are growing. Between the latest bombings of Syria and the U.S. sending several navy ships to flex our muscle in the Pacific, many are concerned that we are setting up for some near-term ugliness. Will that sentiment blow over as […]

DHUnplugged #356: The Leaky Fed

In a startling admission, Richmond Fed President Jeffery Lacker admits he was the source of the Fed leak in 2012. Will this finally lift the veil and remove any credibility the Fed has with investors? Quarterly numbers are in for markets and now it is time to see if earnings can hold up to expectations. […]

DHUnplugged #355: BLOCKED – No Repeal, No Replace

Political capital lost as the health care bill is pulled before the vote. How will this play out in markets as this has significant ramifications on the potential for tax cuts. The markets are struggling with the idea that some of the planned for fiscal stimulus may be in limbo.  Still – consumer confidence clocks […]

DHUnplugged #354: The Red Phone

Markets are starting to realize that it may not be so easy for all of the promises come to fruition. From a quick reduction in taxes to a repeal and replace of the health care bill. The US Dollar is sinking – even after the Fed hiked rates last week – what is going on? […]

DHUnplugged #353: Up The Down Escalator

Markets are once again consolidating. The Fed looks as if it is going to hike rates again tomorrow and how will that play? Inflation has been on the rise and while fiscal actions appear to be sparking interest in buying stocks, will the Fed pour cold water on the entire rally? Gold down, oil down […]