Economy


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? Oil is climbing on speculation that inventory levels will […]

DHUnplugged #309: Deal or No Deal

No DEAL! Nothing was done at the bu Opec/Non-Opec gathering over the weekend, but oil continues to rise. Earnings are starting to come in and so far there is nothing to get too excited about. Banks are beating estimates, but bad loans are growing and volumes of equity trading and fixed income are plummeting.   […]

DHUnplugged #308: Chatbots – Your New Best Friend

Earnings will be in the spotlight as the season has officially opened. It is time to find out if the fundamentals match the technical conditions. Chatbots are the all the rage – Microsoft’s failure and Facebook’s foray are on the list of topics we discuss. Crude surges as inventories see the biggest drawdown for 2016 […]

DHUnplugged # 307: The Soft Dove Does it Again!

Another day, another speech. This time from Chairman Yellen who now says that inflation readings are transitory and the Fed has more scope for further accommodative actions. In other words : MORE STIMULUS as their outlook is looking wrong again. So, if at first (or second, third etc) you don’t succeed, try try again. Whether […]

DHUnplugged #306: The Blackout Looms Large

As earnings season approaches, companies will be in their blackout periods, unable to buy their stocks through certain repurchase plans. Without that added liquidity, what will result? U.S. markets are flirting with unchanged for the year as the massive rally  over the past few weeks has pushed valuations back into the danger zone, but with […]

DHUnplugged #305: From Unicorn to UniCorpse

It has been a busy couple of weeks while DHunplugged was on a short vacation. Markets rally, oil climbs and central banks are getting more aggressive. China is still in terrible shape, but investors are still looking for more stimulative actions to come to the rescue. It will be a big week upcoming with a […]

DHUnplugged #304: An Infestation of Raccoons and Bears

The debate over the effectiveness of central bank actions is raging on. Once an investor’s best friend, confidence is waning and markets are reacting. Following the best week of 2016, equities are once again seeing weakness as oil falls on OPEC comments. The bearish position is strengthening, but should this be a sign to start […]

DHUnplugged #303: Waiting on China’s Left Hook

Oil soars on news that there will be a production cut, then sours after the announcement of a production freeze. Waiting on the “left-hook” devaluation from China after they pledged to keep the Yuan strong. Draghi promises the world that more stimulus is on tap and Japan continues to believe that negative rates are the […]

DHUnplugged #302: Take a Ride on the Titanic II?

CDS – Credit Defaults Swaps blowing out in Europe as negative deposit rates are having a terrible impact. Tech stocks blowing up as earnings and outlook are really concerning investors. Oil continues to get hammered and now below $30 per barrel – even with the rumors flying around that there will be a special/emergency meeting […]

DHUnplugged #301: Groundhog Day, Again…

Markets are still contending with cross currents and the free-fall in commodity prices. The most recent earnings from Apple (AAPL) and Google (GOOG) are pushing and pulling investors in different directions. We delve into the recent move by the Bank of Japan, earnings and the latest news that are shaping the investment climate. Plus, we […]