DHUnplugged #366: Ship Free or Die

Amazon is getting more aggressive by the day. Not only is the company disrupting retail but they have now shot across the bow of groceries and food stuffs.

Markets are taking it all in stride. Oil sinks as OPEC has made a miscalculation and new rigs are added for the 7th consecutive month.

SNAP hits it’s IPO price – next stop?

Plenty to discuss in this episode – plus some things we could not get to last week.

 


Continue reading…

Play

DHUnplugged #365: Half Full or Half Empty?

There has been a rash of doom and gloom prognostications appearing. What has changed?

The Federal Reserve is likely to hike rates at their upcoming meeting and we look into what that may mean for stocks and markets overall.

After a few days of selling pressure, buyers are back and they want to get back in as soon as possible.

Plus – Snapchat’s newest deal with McDonald’s seems to be really interesting (not).

 


Continue reading…

Play

DHUnplugged #363: Free Money For All

There is a call for Universal Basic Income that is coming from the wealthiest people in the world. How will that work out for the world?

Markets snapped back after a tough week – back to all-time highs. Amazon cracks through the $1,000 price barrier and Bitcoin plunges.

Drama in the air and more problems with Hot Dogs. Crazy things happening – what is the next shoe to drop? perhaps a default by Greece?

Tonight’s theme: WHO CARES ANYWAY!

 


Continue reading…

Play

DHUnplugged #362: Social Media Gone Wild

Does social media impede productivity? Can it be blamed on some of the slow growth around the world?

What is going on with Brazil? Is there a trade in all of this mess?

Investors seem less concerned this week about any of the domestic scandals that have been cropping up – maybe it is just nothing to worry about.


Continue reading…

Play

DHUnplugged #361: Impervious ?

Markets appear to be impervious to any news that may be negative. Buy the good and the bad it appears. So far…..

An update on a few of the recent stock picks, SNAP and markets.

Airlines are still in hot water and we look into whether this is simply social media pressing buttons or something more.

Listen in…


Continue reading…

Play

DHUnplugged #360: Contemplating Complacency

Did we just happen upon the short of the century?

The VIX drops below $10 to a multi-decade low – is this the new normal or something else? Is this simply high confidence or off the charts complacency?

Apple and the “big boys” are holding up markets, but below the surface there is something else going on.

 


Continue reading…

Play

DHUnplugged #359: Retirement Plans In Jeopardy

Earnings season is underway and there have been some big winners and some monstrous losers.

GDP slows as does some other important U.S. economic metrics. The VIX hits single digits this week before it pops higher  – a sign that there is too much complacency in the markets?

New rules being discussed may lose the much coveted tax deduction on 401k plans..

Much more fun and biz discussions …

 


Continue reading…

Play

DHUnplugged #358: Biggest Ponzi Scheme Ever?

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.


Continue reading…

Play

DHUnplugged #357: Fear Creeping In

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.


Continue reading…

Play