Long Ideas


DHUnplugged #238: Back From The Hamptons

Traders are back to their desks and keyboards as the summer is now over. While trading volume has been anemic for the past few months, it is already seeing a sharp pickup on the first day after summer vacations. Will it be more of the usual or an accident waiting to happen? And what about […]

DHUnplugged #224: You Have Been Screwed (Also – Fat is GOOD)

It seems that the media has been leaking some of the embargoed data related to important Fed decisions for years – a new study uncovers the lack of integrity by today’s financial media. We also find out that the age-old study that warned us that fat leads to all sorts of bad things and potential […]

DHUnplugged #221: Food Prices Skyrocket, Chipotle Plunge?

Food prices are moving higher – what does this mean for some of the restaurant stocks? Chipotle  Mexican Grill (CMG) will be reporting on Thursday – we weigh in on how to play it. Also, we look at the highest paid CEOs, the amazing prices of apartments in London along with the U.S. Airways tweet… […]

DHUnplugged: #219/#220: Clueless Pundits and Idiotic Rainfall Futures

We are aghast that there are actually rainfall futures traded… Bah! More importantly we ask the question: Was John Stamos on Happy Days? We talk about the recent market sell-off and the pundits who are predicting more downside, more upside – in other words they have no idea and why is anyone listening to them? […]

DHUnplugged #215: Problems Brewing and PickleBacks

In this episode, we look at the trouble that appears to be brewing for markets as the emerging market currencies continue to show weakness. China’s 18% drop in exports also is concerning. But where is the plane? Stocks to watch and economics of interest as well as some thoughts on bubbles forming are all part […]

DHUnplugged #214: The Markets In A Nutshell

We have some fun with the funny joke that Mr. Putin played on the world. Was he short the market looking for a quick score? Facebook’s purchase of a drone company is discussed, although we still have no idea what that is all about… Stocks to watch and economics of interest as well as some […]

DHUnplugged #212: Stimulus Will Cause the Next Depression

Is there a way to arbitrage Bitcoin? Prices are diverging by hundreds of dollars. John has a theory on what will eventual be the cause of the next economic downturn. Tesla’s (TSLA) earnings are on the way and John is taking a stab at the short side. Listen in to some of the reasons why… […]

DH Unplugged – #99 Markets Up Up Up…??

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. This week we look closely at the charts, the EU and deconstruct the new Bull market. NEW! We are now tracking the stocks that Andrew and John mention in each […]

DH Unplugged # 72 – Talking About Tesla (TSLA) and Starbucks (SBUX)

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. What does the stress tests really mean? We answer listener questions regarding their stocks…. Starbucks (SBUX) a short? Also, what is up with Microsoft (MSFT)? NEW! We are now tracking […]

DH Unplugged #70 – The China Syndrome

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. A few stocks discussed along with 2 to look at further… NEW! We are now tracking the idea stock that Andrew and Jon highlight in each episode. Here is the […]