DH Unplugged

DHUnplugged #358: Biggest Ponzi Scheme Ever?

Posted on Tuesday, April 18th, 2017 at 10:16 pm.

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 wait…. maybe not so fast on that thought.

Plenty of political tensions but market stays somewhat resilient – plenty more to discuss in this episode.

Podcast: Play in new window | Download (Duration: 1:03:05 — 43.6MB)

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DHUnplugged #357: Fear Creeping In

Posted on Tuesday, April 11th, 2017 at 10:16 pm.

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 quickly as it came?

Tax reform may not take place until the end of the year and earnings season is weighing heavily on the the minds of investors.

Plus we look into the crazy United Airlines incident, Apple’s move to design their own chips , Tesla’s crazy valuations and much more.

Podcast: Play in new window | Download (Duration: 1:09:08 — 47.8MB)

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DHUnplugged #356: The Leaky Fed

Posted on Tuesday, April 4th, 2017 at 10:26 pm.

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.

Tesla stock skyrockets after delivery beat – will this sky-high valuation be able to be maintained?

Podcast: Play in new window | Download (Duration: 1:00:16 — 41.7MB)

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DHUnplugged #355: BLOCKED – No Repeal, No Replace

Posted on Tuesday, March 28th, 2017 at 10:18 pm.

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 in at the highest rate in months.

More on Uber, Google ads and plenty of other fascinating topics to discuss.

Podcast: Play in new window | Download (Duration: 1:01:16 — 42.4MB)

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DHUnplugged #354: The Red Phone

Posted on Tuesday, March 21st, 2017 at 10:21 pm.

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?

China is causing some angst as banks are failing and the government is now coming in with monetary injections. Plus a look at the latest Apple product updates and some commentary on the Red Phone.

Podcast: Play in new window | Download (Duration: 1:08:25 — 47.3MB)

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DHUnplugged #353: Up The Down Escalator

Posted on Tuesday, March 14th, 2017 at 10:15 pm.

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 and the dollar is holding tight – plenty of items to cover in this episode.

Podcast: Play in new window | Download (Duration: 1:02:35 — 43.2MB)

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DHUnplugged #352: Nothing To Worry About

Posted on Tuesday, March 7th, 2017 at 10:13 pm.

Investors are in the mood to buy everything (aside from Gold) these days. Bitcoin hits a record, markets are vacillating near the highs and the VIX is once again hovering right around 11.

Even with some of the overbought readings – there seems no stopping this rally. There is seemingly nothing to worry about. But is there?

A look at the latest technological innovation in our time (think sex) and plenty of newsworthy topics explored in this episode.

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

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DHUnplugged #351: You’re On Your Own

Posted on Tuesday, February 28th, 2017 at 10:30 pm.

With President Trump unveiling some details on his plan to Congress today- will markets have a sell the news moment?

The DJIA marks history with a 12 day advance – not seen since 1987. Correlations are now being drawn to that historic year. and the event on Black Monday.

What we are looking at that will move markets and an update on the Weekly Stock Picks.

Podcast: Play in new window | Download (Duration: 1:00:41 — 41.9MB)

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DHUnplugged #350: Your Job Is Being Replaced

Posted on Tuesday, February 21st, 2017 at 10:26 pm.

Seems that upwards of 50% of jobs around the world will be replaced by robotics and automation over the coming decades.

Crude inventories are rising as is the price of oil. What is going on?

We take a look at the concern over sanctuary cities, market internals, world economics and more.

Podcast: Play in new window | Download (Duration: 1:04:10 — 44.3MB)

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DHUnplugged #349: Trumpthusiasm

Posted on Tuesday, February 14th, 2017 at 10:19 pm.

There is plenty of excitement about the potential for tax reform. Stocks are showing extraordinary resilience in the face of headwinds and the uptrend continues. According to Goldman Sachs – Trumpthusiasm is running out. But is it really?

New highs for markets and the concern that the Fed may become more hawkish is swirling around.

Passenger drones, Twitter’s earnings and Playboy’s decision to go back to nudies. Plenty of items on the list to discuss today and not to forget that we are now streaming LIVE at 9pm with a listener chatroom – every Tuesday.

Podcast: Play in new window | Download (Duration: 1:02:58 — 43.5MB)

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