dhunplugged


DHUnplugged #339 – TrumpOnomics

Yes, they are calling it TrumpOnomics now. The idea that we will see a massive fiscal spend with the Republicans now going to be in control. GDP comes in strong, consumer confidence runs higher and now the probability for a Fed move in December is almost 100% What next? DJIA 20,000, 25,000? Fake news is […]

DHUnplugged #338: Trump’d – Part Deux

A technology snafu meant that last week we were unable to provide audio with the show. So, this week we will cover some of the important items that were on the slate as well as new ones that need to be flushed out. Some interesting insight into markets, politics and other newsworthy items in this […]

DHUnplugged #337: TRUMP’D (No Audio)

What an upset! Not many predicted that outcome for the U.S. elections. The Republicans swept Congress and now investors are putting in their bets with companies that they believe will benefit from a massive fiscal stimulus package and lower taxes. An impressive rotation within markets and a lack of a sell-off has many people wondering […]

DHUnplugged #336: Hallelujah… Is It Over?

Elections! Finally the day has arrived and we are about to see who will take the big seat at the top of the U.S. political system. What has been one of the most cantankerous campaigns in recent history will finally provide some relief that we won’t be subjected to anymore debates and commercials related to […]

DHUnplugged #334: Mega Merger Mania

Mega mergers announces over the weekend helped to keep some interest in markets. After being down for the past few, markets were able to put in a gain over the last week. Big announcements this week as it is one of the heaviest for this earnings reporting period. Amazon, Google and many others are set […]

DHUnplugged #332: Rumor Mill Overload

The rumor mill is in overdrive. Last week Twitter (TWTR) was said to be up for sale. This week there is some murmurs about the potential for Disney (DIS) to make a bid for Netflix (NFLX) – what is next? For whatever reasons, the U.S. dollar is rallying, even though the ECB send up a […]

DHUnplugged #331: We’ve Been Smeckledorfed

Twitter (TWTR) rumored to be up for sale, Facebook (FB) video ad controversy and the continuing saga with Wells Fargo (WFC) are in focus. Also, we look at the latest takeaways from the first Presidential debate. Crude oil surging again after some comments that a production freeze will happen – then sinks, then surges. Markets […]

DHUnplugged #330: The 11th Sector

A fun week lies ahead for Central Bank fixated traders and investors. More terrorism on U.S. soil – what to make of this and how does that impact the U.S. elections? Another tech hardware announcement that has been long awaited – comes and goes. Is this going to be a game-changer? The S&P’s 11th sector, […]

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. 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 […]

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. 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 … See this week’s […]