PODCASTS


DHUnplugged #332: Rumor Mill Overload

The rumor mill is in overdrive. Last week Twitter (TWTR) was said to be up for sale. This week there is some murmurs about the potential for Disney (DIS) to make a bid for Netflix (NFLX) – what is next? For whatever reasons, the U.S. dollar is rallying, even though the ECB send up a […]

DHUnplugged #331: We’ve Been Smeckledorfed

Twitter (TWTR) rumored to be up for sale, Facebook (FB) video ad controversy and the continuing saga with Wells Fargo (WFC) are in focus. Also, we look at the latest takeaways from the first Presidential debate. Crude oil surging again after some comments that a production freeze will happen – then sinks, then surges. Markets […]

DHUnplugged #330: The 11th Sector

A fun week lies ahead for Central Bank fixated traders and investors. More terrorism on U.S. soil – what to make of this and how does that impact the U.S. elections? Another tech hardware announcement that has been long awaited – comes and goes. Is this going to be a game-changer? The S&P’s 11th sector, […]

DHUnplugged #329: Switch Flipped

Last week we discussed that volatility and volume could increase as traders are back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. And right on cue… Bonds have been under pressure as yields are starting to […]

DHUnplugged #328: Hakuna Matata Markets

Back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. ISM manufacturing and services reports point to a slowdown while markets remain calm and investors ready to buy any dip. Markets now seem to be in a […]

DHUnplugged #327: Contra-Dick-Shuns

It was quite the week. First, there was the Fed’s Vice Chair talking up a rate hike – just after Janet Yellen provided a rather dovish speech. Then contrary to what Bill Ackman told the world about Carl Ichan looking to sell his large stake in Herbalife (HLF) – only to announce after the close […]

DHUnplugged #326: Mayo’s Slippery Slope

OPEC is at it again – trying to rescue the price of oil by scare tactics and promises of “potential” production freeze. Unfortunately, while the Saudi oil minister says one thing, IRAQ and IRAN say another. New home sales in the U.S .are on on fire as interest rates are near record lows. Meanwhile the […]

DHUnplugged #325 – Don’t Raise the Bridge, Lower The River

Now that central banks are starting to get the point that more of the same is not working, they are looking to change their targets. Markets slip from all-time highs as China and U.S. economic data softens. Inflation tame, GDP slow, just another day at the eco-office. Many of the well-known hedge funds are dumping […]

DHUnplugged #324: The 3-Day Workweek

Employment numbers keep on showing signs of a strong economy. On the other hand, productivity showed a massive drop. Market continue to creep higher – even in light of valuations and headwinds as the search for yield continues. Olympic update! What is the deal with advertisers dropping Facebook? And much more … See this week’s […]

DHUnplugged # 323: Welcome To Zikami

Stocks are reaching levels that may not be sustainable. With European stress tests under scrutiny, banks within the region are getting hit hard while Greek banks have been upgraded from selective default. The CDC is now warning people to stay away from Miami as the Zika virus has been showing up more frequently – specifically […]