DHUnplugged #378: The Best Stock Market in The World

Listener Kevin asks us about an emerging market that is off the charts. Employment reports show a massive drop in September.

Tesla is looking to get into the gas powered car market an earnings season is right around the corner.

Just a few of the topics we dive into this episode.

 


Continue reading…

Play

DHUnnplugged #377: We Have Framework

Small-cap stocks are on fire after the Trump tax reform plan framework is announced.

The economy is moving ahead nicely and the Fed still is on hold. Jobs numbers to be released Friday and market participants are looking forward to another strong report.

A look at commodity returns, the latest scams and more.

 


Continue reading…

Play

DHUnplugged #376: Jumpy, Sloppy, Tweety

No storms provided by nature this week – however there are many to be found in markets.

Mega-cap name get pounded on valuation concerns while small-caps stage a stealth rally to all time highs. The healthcare bill appears all but dead in the water but there has been a flurry of Twitter activity regarding North Korea and NFL kneeling.

The Fed is on the move again – this time behind the scenes with an attempt to unwind their massive asset pile.

Volatility is once again removed from markets as a one-day downstroke is bought – plus plenty of current events to discuss in this episode.

 


Continue reading…

Play

DHUnplugged #374: Mother Is Angry

North Korea is at it again and Mother Nature must be very angry about something.

Stocks are getting hit, bonds bought. Cryptocurrencies are in a tailspin after China’s recent hammer.

September has some very interesting lessons to teach us about markets and we explore this and other important recent news.

Plus- the winner of the Dryship’s Closest to The Pin is announced.

 


Continue reading…

Play

DHUnplugged #373: A Flood of Buying

Markets have been tossed some bad news. Missiles and floods as well as the ongoing geopolitical tensions. Not to worry – buyers are not worried. In fact, even with pre-markets showing significant weakness and foreign markets under significant selling pressure, buyers saved the day!

It will take some time to assess the damage from Hurricane Harvey and there is some talk that the impact will be offset by new building and repair.

Plus – we look into the upcoming jobs report as well as the latest business and financial news headlines.


Continue reading…

Play

DHUnplugged #372: A Canary For Everyone

Superdooper Tuesday edition for market bulls. After a couple of weeks of profit-taking, markets were ripe for the buy-the-dipr’s to come in and scoop up what they see as values.

Some interesting observations about the divergence of small-cap vs. large-caps and wondering if this is something to keep an eye on or is it a canary in the coal mine?

Original content by Apple could be trouble for Netflix – especially after the latest Disney announcement.

 


Continue reading…

Play

DHUnplugged #371: Do Trees Grow to The Sky ?

There is no stopping this uptrend. Well, of course there is the problem with North Korea that has markets on edge.

Big news in TV land – Disney shaking things up…

Plus new comments regarding North Korea’s miniature nuke program and a few stock stocks to watch.

NEW Closest to The Pin Announcement this week.

 


Continue reading…

Play

DHUnplugged #370: Controlled Chaos

Missiles from North Korea, OPEC scrambling, out of control Tweets and even a revolving door at the White House.

There is plenty of chaos when it comes to the geopolitical front. The good news is that market participants are happy to ignore it all.

Plus Apple’s earnings, a review of our latest stock ideas and more malfeasance from a well know bank…

 


Continue reading…

Play

DHUnplugged #369: Searching For Bears After a Hot Shave

The repeal process for healthcare is ongoing. Markets are liking the fact that earnings are coming in strong.

Confidence is up and markets are seeing inflows. But, who is doing the buying? Are there any bears left? No matter -a hot shave will solve all woes.

We discuss the recent earnings from Google/Alphabet as well as market  structure and the LOW level of the VIX.


Continue reading…

Play