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 #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. Volumes are slowing into the summer and M&A rumors as well as upgrades by Sell-side should be in full swing. […]

DHUnplugged #313: Mr. Inflation is Showing Signs of Life

OIL on the move, inflation ticking up and GDP is flat. Stocks are still range-bound with erratic day-to-day moves. There is some talk that Japan’s Abe is going to move back the sales tax increase and plenty of central bank gibberish about rate hikes and live meetings. Coming up this week we are looking forward […]

DHUnplugged #312: Battle of The Old Codger Vs. The Millennial

Wildfires in Canada disrupting oil production is helping to move oil prices – is this finally the bottom for crude or just a false move that will resolve lower? China has mixed economic data, but markets like that inflation saw stabilization. A slew of earnings from the big-box retailers are on the way… What will […]

DHUnplugged #311: The Failure of Kitchen Sink Economics

Key economic leaders in Europe downgraded future growth expectations and lowered their outlook for inflation. This is in the as they have provided record stimulus and gone so far as applying negative rates. China is still slowing and earnings have been so-so at best. Where do we go from here? In this episode we take […]

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 #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 […]