DH-Unplugged


DHUnplugged #609: Hurricane Coming

Target reports more problems – but market take it as a massive deflationary happening. June is expected to be an “up” month – breaking the string in 2022. Musk, Dimon and others are panicking – should we stay or should we go? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new […]

DHUnplugged #608: Paint The Tape

What a week – markets on fire! Inflation is everywhere – but the latest retail reports show a deflationary trend. Economic realty – the Fed’s communication strategy is working – maybe too well. Russia fighting back on the economic front – what that could mean to foreign investment in the future. PLUS we are now […]

DHUnplugged #607: A Total Shitshow

What are they thinking? Drying up liquidity into a time of war, pandemic and a slowing economic backdrop – dumb. Markets worried that the latest pre-announcement are more than isolated. Retail-apocalypse. A coupe of limericks… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:40 — 59.5MB)Subscribe: […]

DHUnplugged #606: Broken Gentleman’s Agreement

TwitDrama is still going strong. Oil prices are back up and this is cause for some concern. Massive rebound in small-cap tech, still needing of stabilization before investors willing to trust this market condition. Bernanke in an unusual twist…. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download […]

DHUnplugged #605: Red is the New Green

He went too far – TOO FAR! Europe abandons its plans – oil recoils. Twitter drama continues… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:18 — 55.5MB)Subscribe: RSS

DHUnplugged #604: Fed Engineered Recession

Fed decision imminent. Global slowdown – is now the time to cool the rate hike discussion a bit? It is the worst start of a year since….. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:21 — 59.2MB)Subscribe: RSS

DHUnplugged #603: Electrified?

Interesting development with rates – first time in a very long time this happened. YUAN moving – big change of trend Big news from GM – or is it? Stocks slump, bonds up – correlations normalize for once. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]

DHUnplugged #602: Safety Dance Trade

Housing numbers rolling over. Survey says: Bears overtaking Bulls by a wide margin. Turnaround Tuesday is intact. IMF is downgrading global growth. Announcing a new Closest to The Pin PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:10 — 54.5MB)Subscribe: RSS

DHUnplugged #601 – Catching Up + Egging On

A week off and so much to catch up on. Need to know more about John’s bday bash. Inflation much – yup we have a large segment to review – CPI and PPI out this week. New from the Mile-High-Club and Elon’s latest craziness. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play […]

DHUnplugged 600: Upside The Head

Markets getting a kick out of Biden’s lean in and walk back. Will Smith – what was that? Yields invert – 10Year hits 2.5% Oil crumbles on the China lockdowns – everything is backasswards. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:52 — 59.7MB)Subscribe: RSS