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

DHUnplugged #368: A Punch to The Face for Repeal and Replace

A hard right to the face of  Republicans. Yes, the effort has failed. With less than the required number of votes, the Senate is scrapping any idea of attempting to defund ObamaCare. Markets seem to take it in stride as the hope is that tax reform will be next on the agenda.

Earnings season is now in gear and there have been some nice beats and some misses. Netflix hits all-time highs and banks are coming in with some low quality earnings beats.

After a couple of weeks off, we have a full show with some interesting tidbits.


Continue reading…

Play

DHUnplugged #367: Hacked Again?

Markets take a breather, but there is plenty to discuss.

Hackers are in on another ransomware scheme – this time it appears that the destruction is more widespread than the last time.

The Senate does not appear to have the votes for the Healthcare repeal – what that means for markets…

Plus – an 80% winner from a recent Weekly Stock pick revealed…


Continue reading…

Play

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