DH Unplugged

DHUnplugged #393: Bonds, Blame Bonds

Posted on Tuesday, January 30th, 2018 at 10:22 pm.

Bond yields have hit their highest levels since 2014. With easy money part of the explanation why stock valuations are stretched – will this cause some panic in the street?

Big downside moves for markets all of a sudden that has the VIX hitting multi-month highs.

Earnings season is playing out well so far and this week we will see 20% of the S&P 500 companies report. Some big names may help the markets in the next leg of a move.

Podcast: Play in new window | Download (Duration: 1:00:34 — 41.9MB)

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DHUnplugged #392: Tail Wagging

Posted on Tuesday, January 23rd, 2018 at 10:28 pm.

Government Shutdown – for a few days. Earnings season is moving along and nothing seems to be able to stop this market from going higher.

M&A activity in the biotech space starts the week off with a surge and economic conditions have been upgraded for most developed countries around the world.

Analysts are upgrading stocks prices at a healthy pace to keep up with markets.

Podcast: Play in new window | Download (Duration: 1:04:22 — 44.5MB)

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DHUnplugged #391: TTM – To The Moon

Posted on Tuesday, January 16th, 2018 at 10:33 pm.

Do Markets want to go higher? Investors are happy to keep buying and buying. Nut, how high can we go?

Starting to hear comments like TTM – To The Moon makes us wonder if euphoria has taken over and logic has been all but scrapped.

Cryptos crash, crude surges, economic conditions strengthen and earnings season is underway… Just a few of the topics up for discussion in this episode.

Podcast: Play in new window | Download (Duration: 1:05:02 — 44.9MB)

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DHUnplugged #390: The AI Blockchain CryptoCurrency Show

Posted on Tuesday, January 9th, 2018 at 10:28 pm.

What was thought a short-term anomaly has turned into a crazed trend. Just say the word blockchain and stocks move straight up.

Markets continue making new highs and start the new year with a bang. Analysts are scrambling to upgrade price targets.

Apple is being sued by the French government under the Planned Obsolescence laws and we take a look at some of the news out of CES 2018.

Podcast: Play in new window | Download (Duration: 1:05:50 — 45.5MB)

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DHUnplugged #389: Bull Jumping

Posted on Tuesday, January 2nd, 2018 at 10:37 pm.

Out with 2017 and in with a brand new year. Will it be a repeat of the last twelve months or not?

Now that most of the exciting news and catalysts are known, what will market participants look for to keep the bull going forward?

Plus, the winner of the DH CTP Cup, a dissection of the important business news and more.

Starting the year right with a healthy dose of Dvorak and Horowitz – Unplugged!

Podcast: Play in new window | Download (Duration: 1:03:18 — 43.7MB)

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DHUnplugged #388: Auld Lang Syne

Posted on Tuesday, December 26th, 2017 at 10:24 pm.

It was a year for the record books. Plenty of money to be made by just letting the markets do their thing. What is shaping up for 2018?

Bonuses paid to employees after the tax bill passed may help to push up wage growth and force the Fed’s hand.

News on tepid demand for the iPhone X sinks Apple’s stock. Plus highlights of 2017 and a look at what may be in store for the year ahead.

Podcast: Play in new window | Download (Duration: 1:07:15 — 46.5MB)

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DHUnplugged #387: End of Year Stampede

Posted on Tuesday, December 19th, 2017 at 10:15 pm.

The end of year is around the corner and there is a buyer’s stampede to the finish.

With the Tax Report Bill destined to pass and the Fed remaining dovish, markets have been riding higher.

The Fed keeps on telling us that there is no inflation – but what are others seeing? We get to the bottom of this.

Listener’s “Fed Limericks” and more…

Podcast: Play in new window | Download (Duration: 1:02:50 — 43.4MB)

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DHUnplugged #386: Everybody In The Pool !

Posted on Tuesday, December 12th, 2017 at 10:19 pm.

Money is flowing into most asset classes at a breakneck pace. Markets are hitting new highs as investors look for the next catalyst to improve corporate profits.

The Fed is about to conclude its two day meeting with a rate decision – investors are cheering the move (whatever it is going to be).

Bitcoin at new highs as futures begin trading for the Cryptocurrency – will it hit $25,000 by the end of the year?

Podcast: Play in new window | Download (Duration: 1:02:52 — 43.5MB)

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DHUnplugged #385: AlgoMania

Posted on Tuesday, December 5th, 2017 at 10:17 pm.

The Senate passes their version of the tax bill -will a few unforeseen last minute entries. Markets are happy, then not-so after investors dig into the results.

DJIA plunges 350 points on Friday after learning that Michael Flynn will be cooperating with the FBI – and subsequently recovers most of the losses.

Going into year end – plenty of action awaits – as well as a good deal of algo generated rotation.

Plus – Fed Limericks!

Podcast: Play in new window | Download (Duration: 1:01:17 — 42.4MB)

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DHUnplugged #384: A Very Bitcoin Christmas

Posted on Tuesday, November 28th, 2017 at 10:14 pm.

All news leads to Bitcoin. As the cryptocurrency flies toward the $10k mark, many are asking how high can this go?

North Korea is at it again, launching an ICBM into the Sea of Japan. Markets are unfaszd. Amazon has taken over the world and that has Jeff Bezos now worth over $100 billion. An impressive start to the holiday shopping season for Amazon.

Uber and Tesla are also making new – we get to the bottom of all of this and more…

Plus – Fed Limericks!

Podcast: Play in new window | Download (Duration: 57:37 — 39.8MB)

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