DHUnplugged #329: Switch Flipped

Last week we discussed that volatility and volume could increase as traders are back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. And right on cue…switch

Bonds have been under pressure as yields are starting to rise – worrying markets about the potential for a massive move back to normal levels.

Apple announced a new phone, new headphones and finally a waterproof watch.

Fun fun fun!


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DHUnplugged #328: Hakuna Matata Markets

Back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets.dhunplugged97

ISM manufacturing and services reports point to a slowdown while markets remain calm and investors ready to buy any dip.

Markets now seem to be in a Hakuna Matata phase with the idea that central banks keeping the punchbowl full ain’t no passing craze. It means no worries for the rest of your days – It’s our problem-free philosophy
Hakuna Matata!


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DHUnplugged #327: Contra-Dick-Shuns

It was quite the week. First, there was the Fed’s Vice Chair talking up a rate hike – just after Janet Yellen provided a rather dovish speech.

Then contrary to what Bill Ackman told the world about Carl Ichan looking to sell his large stake in Herbalife (HLF) – only to announce after the close that he bought another 2.5 million shares.clashoftitans

To top it off, Iran said they will pump as much oil as possible, even after the Saudi’s talked up a production freeze. But wait… now we find out that Saudi Arabia pumped the most oil they ever have over the last few weeks. (oil fell on all of this production news.

In this episode we get down to the real stories on all of this and more…


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DHUnplugged #326: Mayo’s Slippery Slope

OPEC is at it again – trying to rescue the price of oil by scare tactics and promises of “potential” production freeze. slippery slopeUnfortunately, while the Saudi oil minister says one thing, IRAQ and IRAN say another.

New home sales in the U.S .are on on fire as interest rates are near record lows. Meanwhile the housing market in London appears to be imploding.

Friday brings another round of Fed talk with Janey Yellen headlining at the Jackson Hole economic confab. Is there any reason to believe that she will be the slight bit hawkish?


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DHUnplugged #325 – Don’t Raise the Bridge, Lower The River

Now that central banks are starting to get the point that more of the same is not working, they are looking to change their targets.raisebridge

Markets slip from all-time highs as China and U.S. economic data softens.

Inflation tame, GDP slow, just another day at the eco-office.

Many of the well-known hedge funds are dumping Apple (AAPL) while Buffett’s Berkshire Hathaway is buying.


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DHUnplugged #324: The 3-Day Workweek

Employment numbers keep on showing signs of a strong economy. On the other hand, productivity showed a massive drop.3ball

Market continue to creep higher – even in light of valuations and headwinds as the search for yield continues.

Olympic update! What is the deal with advertisers dropping Facebook? And much more …


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DHUnplugged # 323: Welcome To Zikami

Stocks are reaching levels that may not be sustainable. With European stress tests under scrutiny, banks within the region are getting hit hard while Greek banks have been upgraded from selective default. 2016-08-02_13-50-49

The CDC is now warning people to stay away from Miami as the Zika virus has been showing up more frequently – specifically in the town of Wynmoor in Miami.

Where else can you hear a discussion about Whale poop?


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DHUnplugged #322: Earnings Deluge

Investors are waiting for the Fed to help prop up markets as over 200 companies are scheduled to report earnings this week.dh07262016

While 68% of companies are beating earnings, not so much discussion about the currency tailwind they are seeing. What happened to transparency?

The RNC and DNC have some great scandals on their hands – if nothing else makes for some very entertaining times. Much more and plenty of ideas to chew on in this episode.


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DHUnplugged #321: Energizer Bunny Markets

Markets acting like the Energizer Bunny – Keeps going an going and going… Seems that world events, economic headwinds and even coup attempts are not enough to dissuade investors from throwing their money into stocks. bunnymarkets

Earnings season is well underway with hundreds of companies reporting over the next couple of weeks.

John nails it with his latest pick !


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DHUnplugged #320: Pokeman GO Markets

Brexit turned out to be nothing. In fact markets making new highs as the promise of stimulus and liquidity quiet market fears.ppokeman

Meanwhile, several U.K. based real estate funds are denying withdrawals as investors are pulling out too much money. Bonds rallying hard along with equities as the flight to safety pushes sovereign debt “more” negative. Crazy times….

What comes next as earnings season begins?


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