DHUnplugged #427: Sinkhole

Markets have seen a pronounced change in appetite for risk over the past couple of weeks. With earnings season now beginning, will that change?

Beneath the markets there has been a good amount of carnage that has create a cavity that was open and ready for sellers to step into. A sinkhole of sorts – what to expect moving forward.

427Plus – a look into the news that is shaping markets and more…

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DHUnplugged #426: Bull/Bear Cage-Fight

Rates are rising and equity markets are not too keen on that. The good news is getting too good and that is setting up expectations for more rate hikes to come.

China adds stimulus in the form of lower reserve requirements, but after a elongated holiday they close down toward the lows.

Earnings season is around the corner and all eyes are on the latest reports and guidance.

 

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DHUnplugged #425: TriggerFree Jazzy Hands

Trade dispute with Canada appears to be resolved and markets respond positively. Oil prices continue to surge and Fed continues to ratchet rates higher.

News on the employment picture are coming that will give us one more piece of evidence about the direction for the economy.

Plus, a new Closest to the Pin is announced along with some interesting dissection of the latest business and investment news.

 

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DHUnplugged #424: The Trade Kerfuffle

What to call it? If it looks like a trade-war, swims like a trade-war, and quacks like a trade-war, then it probably is a trade-war. But call it what you will….

Plenty of M&A news this week and an update on the never-ending buybacks that are helping to support markets.

The latest on the Hindenburg Omen calls and more….

 

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Podcast: Play in new window | Download (Duration: 1:02:58 — 43.5MB)

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DHUnplugged #422: Burning Down Da’ Shoes

Emerging markets are still under pressure while the U.S. is a bright spot.

New Nike ad gets under the skin of many and they are burning their shoes in response.

Plus – a look at some interesting news and a few stock ideas.

Plus an update on the Closest to The Pin for Canopy Growth (CGC)

 

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Podcast: Play in new window | Download (Duration: 1:03:07 — 43.6MB)

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DHUnpplugged #421: Consume With Confidence

Consumer confidence has hit a high not seen since October 2000. With more money in their paychecks from the recent tax cuts, people are back spending again.

Markets hitting all-time highs as trade tensions dissipate.421

President Trump has some new political headwinds as some close allies have found themselves in hot water.

Plus a new Closest to The Pin for Canopy Growth (CGC)

 

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Podcast: Play in new window | Download (Duration: 1:02:11 — 43.0MB)

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DHUnplugged #420: The Big Weed Show

It’s show 420 and we are covering more than markets. Yes, a special section discussing the latest weed news and some stocks to watch.

Insights into the recent moves in currencies, crypto and a few odd stories that need to be reviewed.

Of course we will also cover economics and other important market moving items in this action packed show.

Plus – announcing a new Closest to The Pin!

 

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Podcast: Play in new window | Download (Duration: 1:02:40 — 43.3MB)

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DHUnplugged #419: Tweet Magic Secured

Some sideways action and churn in markets as investors digest the latest from around the world. The Turkish Lira takes a dive, now down 80% against the U.S. Dollar in 2018.

With earnings season behind us, the next focal point will be how the Fed’s tightening program may be causing markets to seize up out side of the U.S.

Wild Tweets from Elon Musk and other important topics to be discussed.

Plus – Andrew returns from Asia with some interesting stories.

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Podcast: Play in new window | Download (Duration: 1:04:52 — 44.8MB)

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DHUnplugged #418: Carnage is the New Buzzword

Tech stocks getting slammed after Netflix, Facebook and Twitter have some very concerning earnings reports.

Trade wars getting in the way of a rosy outlook, but U.S. economic growth remains robust.

Plus, we take a look at the latest engineering marvel from Tesla and a creepy AI project out of China.

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Podcast: Play in new window | Download (Duration: 57:21 — 39.7MB)

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