DH Unplugged

DHUnplugged #398: Flippity Floppity Cohn Groan

Posted on Tuesday, March 6th, 2018 at 10:17 pm.

Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not.

The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price inflation, new technology innovations and the outlook for markets.

There is also a new Closest to The Pin to be announced and the winner of the most recent contest.

Podcast: Play in new window | Download (Duration: 1:03:48 — 44.1MB)

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DHUnplugged #397: Correction Rejection Inflection

Posted on Tuesday, February 27th, 2018 at 10:22 pm.

An impressive reversal over the past couple of weeks as investors believe that the recent drop was too far, too fast.

The Fed looks to provide some insight into their rate hike path as we decipher the recent testimony from Jay Powell.

Plus – tech news, Channeling Market Predictions and our outlook and insights.397

Podcast: Play in new window | Download (Duration: 1:07:46 — 46.8MB)

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DHUnplugged #396: The Great Chicken Outage

Posted on Tuesday, February 20th, 2018 at 10:28 pm.

A big rebound after a quick market correction. What does the future hold from here? Several potential outcomes are discussed.

Walmart disappoints and drops to key technical support – but some think there is a silver lining to the story.

Plus, an update on the Austin trip, news of a chicken outage and of course, Fed Limericks.

Podcast: Play in new window | Download (Duration: 1:07:22 — 46.5MB)

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DHUnplugged #395: Tarred and Feathered

Posted on Tuesday, February 13th, 2018 at 10:21 pm.

This seems to be the market’s version of a wardrobe malfunction. Some are blaming the recent slide on rates and others are simply saying it was overdue. We get into some of the reasons not being discussed.

Plenty of listener limericks, market updates and insights.

Plus, what really happened with the VIX last week?

A new Closest to The Pin is going to be officially announced as well.

Podcast: Play in new window | Download (Duration: 1:00:02 — 41.5MB)

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DHUnplugged #394: Blood In The Streets

Posted on Tuesday, February 6th, 2018 at 10:17 pm.

There has been a meaningful change in sentiment – selling has picked up and profits some profits have been disgorged. From an overbought condition to severely oversold in just a matter of days.

Is this the end of the bull run or simply a bump in the road?

What areas are best to consider and which to stay away from? All these will be topics of focus on this edition of DHUnplugged.

Podcast: Play in new window | Download (Duration: 1:00:49 — 42.0MB)

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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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