DHUnplugged #319: Brexit Wrecks It

The Brexit vote sent shock wave throughout financial markets. What really happened and what is the outlook for Europe and the rest of the world?brexitonly

Is there a chance for a re-vote and an undo of the referendum? Markets jolted, financial leaders say be calm, but is this a short-term sell off or is something more ominous in store? Markets lost over $2 trillion over the last few days…

We cover the ins and outs of the markets, what could be in store and some ideas on how to profit.


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DHUnplugged #318: Two Days and Counting

Countdown to the Brexit vote – two days from now we will know the result. Some are predicting that if the U.K. were to vote to leave that the pound could drop and a global recession would ensue.brexit2

Janet Yellen testifies to Congress over the next two days, shedding light on some of the Fed’s recent decisions. Dovish commentary and a defensive posture should be the overall tone – with nothing new to illuminate us on the outlook for the U.S. economy.

Netflix has a new “icon” and advertisers have a new way twist to an up and coming technology – all this and more on this episode.


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DHUnplugged #317: China – DENIED

China markets were once again denied the coveted inclusion by MSCI in a further setback to the markets. deniedchna

Brexit worries are preventing new market highs as trades are unwound ahead of the June 23rd vote and hopes are alive that the Fed will say something, anything that will reignite a flame for bulls to keep buying…

What to make of the VIX? Microsoft’s purchase of LinkedIn and more…

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DHUnplugged #316: Organized Confusion

The weakest jobs report in years does not dissuade investors from piling into equities. While there is plenty of headwinds for markets, there is seemingly no thought to any downside potential. Oil is helping to keep a floor under pconfusingrices as production has dropped and rumors continue to floated from OPEC.

Fed speakers are talking both sides of the story – ignore weak jobs numbers as the economy is in good shape while rate hikes may not be in the cards due to many concerning factors. Which story to believe? What is for sure is the the Fed wants to create confusion to keep investors guessing over what their next move will be.

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DHUnplugged #315: A Short But Memorable Week

The Fed Chair, Janet Yellen seemed to have given the go-ahead for a rate hike as early as the June meeting. Maybe yes, maybe no. But most probably a trial balloon that will float and then bust by the time the meeting rolls around. dhmemorialday

It is a shortened trading week for U.S. markets are equity markets are closed in observance of Memorial Day. However, that does not mean we will not see the “all important” employment report this Friday – expectations have dropped a bit – what do we think? Listen in as we take a look at what was and what will be for the markets.

 


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DHUnplugged #314: FedWinds In Time for Summer

Greek debt write-downs will wait until at least 2018 says Germany. Retail sales in the U.S. are still feeling the pain as the latest report from Best Buy (BBY) shows a rather miserable outlook ahead.summermarkets

Volumes are slowing into the summer and M&A rumors as well as upgrades by Sell-side should be in full swing. Markets choppy, one day up and one day down. The cycle could play out for the foreseeable future.

A smattering of interesting news that may move markets and a few stock picks in this episode.

 


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DHUnplugged #313: Mr. Inflation is Showing Signs of Life

OIL on the move, inflation ticking up and GDP is flat. Stocks are still range-bound with erratic day-to-day moves. There is some talk that inflationDHJapan’s Abe is going to move back the sales tax increase and plenty of central bank gibberish about rate hikes and live meetings.

Coming up this week we are looking forward to plenty of earnings news from some of the key discount retailers as well as minutes from the latest Fed meeting. Watching for further signs that more stimulus is on the way!

 


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DHUnplugged #312: Battle of The Old Codger Vs. The Millennial

Wildfires in Canada disrupting oil production is helping to move oil prices – is this finally the bottom for crude or just a false move that will resolve lower?dh_oldvsyoung

China has mixed economic data, but markets like that inflation saw stabilization.

A slew of earnings from the big-box retailers are on the way… What will that tell us about the state of the U.S. consumer?

Plenty of fun facts and inside the news discussions in this episode along with some insight on the egregious pay for some hedge fund managers.


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DHUnplugged #311: The Failure of Kitchen Sink Economics

Key economic leaders in Europe downgraded future growth expectations and lowered their outlook for inflation. This is in the as they have provided record stimulus and gone so far as applying negative rates.kitchensink

China is still slowing and earnings have been so-so at best. Where do we go from here?

In this episode we take a look at some  of the top business news as well as the DHUnplugged take on the media spin. What you should be looking for to make those all important investment decisions and what not to do – plus a few ideas from us to you…


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DHUnplugged #310: Is Apple (AAPL) Turning Into an IBM?

Not so great of a start for tech earnings. Apple (AAPL) is not keeping up with analyst’s expectations and shares are seeing a sharp move lower. Twitter (TWTR) also reports and disappoints as do other major names. Is this a trend or just a few hiccups?sourapples

Oil is climbing on speculation that inventory levels will finally start to drop – but is this something that is more of a pipe dream? Plenty of news and commentary on markets and other business news of interest.


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