DH-Unplugged


DHUnplugged #561: Only A Flesh Wound

Bitcoin (and other coins) turn negative for the year to date. Inflation – here and there. Powell and the Fed parade walking back their hawkish tone. Wine from China – is that a crime? Announcing a new CTP – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download […]

DHUnplugged #560: What Goes Up…

FOMC meeting just a day away – not much expected. Lumber prices come back down to earth as housing markets are still hot. Markets hitting all-time highs, wondering if there is anything that can derail the ramp. Announcing a new CTP – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new […]

DHUnplugged #559: Invest Like You Meme It

The “meme” stocks are on fire. Throw some money at it and the world’s richest will be yours – right? Coins getting thrashed as new regulatory comments swirl around. Inflation? Numbers coming this week… A quick look at all of the goodies announce at the Apple WWDC. Announcing a new CTP – PLUS we are […]

DHUnplugged #558: Make More Kids

Big news out of China. The summer is here – looking at the economic reports paints a pretty interesting picture. Inflation – yes, prices are going up. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:30 — 57.5MB)Subscribe: RSS

DHUnplugged #557: Accelerationists

Is there inflation or not? Trying to parse the gobbledygook from both the Fed and data.Some final words on the Crypto markets. We are going to space! Let’s gooooooooo! Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:08 — 57.2MB)Subscribe: RSS

DHUnplugged #556: An Improved Orgasmatron

Markets Consolidating. Looking for the next catalyst. Wondering if we are about to enter the simulation – IRL no more… Inflation is kicking, stocks are heavy, earnings are out and we need more stimulus – give it to us! Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play […]

DHUnplugged #555: DuhFLATION

Inflation talk is starting to create concern. Wondering if Elon’s SNL appearance was a “Jump the Doge” event. ARK Investments seeded by ArchEgos – same strategy? Hacking the US infrastructure – what could be next? Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | […]

DHUnplugged #554: A Thought Exercise

Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings? A big divorce announced this week and thoughts from Charlie Munger. An update on Biden’s first 100-days. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]

DHUnplugged #553: Frenzy

The mega-tech earnings are rolling in… Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts. Awaiting the tax hikes from the Biden administration and trying to figure out how they will impact the economy/stocks. Fed Limericks are Back – PLUS we are […]

DHUnplugged #552: Booster Mania

A quick gut check for markets as we head into earnings season. Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own. Annual booster shots are now the talk of the pharma companies – what will that look like? Fed Limericks are Back – PLUS we […]