podcast


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. Earnings season is well underway with hundreds of companies reporting over the next couple of weeks. John nails it with […]

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. 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” […]

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? 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 […]

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. Janet Yellen testifies to Congress over the next two days, shedding light on some of the Fed’s […]

DHUnplugged #317: China – DENIED

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

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 prices as production has dropped and rumors continue to floated from OPEC. Fed speakers are talking […]

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. It is a shortened trading week for U.S. markets are equity […]

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 # 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 […]