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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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…

Please check out YestoBitcoins.com


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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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