DH-Unplugged


DHUnplugged #490: Elites Gather On The Slopes

Nothing going to derail the U.S. equity rally – even selling pressure after a new deadly virus strikes China has limited impact. Upgrades are coming in fast and furious – earnings season will be a checkpoint for analysts. Better news out of Europe – hopes for the bottoming process to take hold. Davos confab – […]

DHUnplugged #489: Heel on Throat

Here we are again – earnings seasons and banks are making lots of money. The Phase 1 trade deal is scheduled to be signed on Wednesday (1/15/20) – what does it mean for markets? MJ stocks may again be in the spotlight…Tesla hits all-time highs and more… PLUS we are now on Spotify ! Podcast: […]

DHUnplugged #488: A Fresh Dose of Froth

Tension in the Middle East – what happens if oil prices surge? You will be surprised to hear what we found. Historical wartime market performance explored with @therealdvorak The new year starts with investors looking to get in on the action – no matter how frothy market conditions have become. PLUS we are now on […]

DHUnplugged #487: 2019 Complied (Part 2)

Part 2: Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 2 we discuss: IPO, Tech, Tariff, Brexit. Podcast: Play in new window | Download (Duration: 1:51:46 — 102.6MB)Subscribe: RSS

DHUnplugged #486: 2019 Compiled (Part 1)

Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 1 we discuss:  The Hosts, News Media and President Trump. Podcast: Play in new window | Download (Duration: 1:50:58 — 101.9MB)Subscribe: RSS

DHUnplugged #485: Resolutions

We have a trade deal! Markets love it and building on gains. Brexit resolution is at hand. Headwinds resolving. MOMO is the play as markets move up – chasing performance into the end of the year. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:01:38 — 56.7MB)Subscribe: RSS

DHUnplugged #484: This Does Not Compute

Awaiting the decision on tariffs hikes ahead of the weekend deadline. Massive outflows from equity funds, but markets continue to rally. The Peloton Wife is a thing…. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:03:43 — 58.6MB)Subscribe: RSS

DHUnplugged #483: The Tariff Man Strikes Again (Notes Only)

Show Notes for the show that never happened…. The last few weeks for this decade. Stocks having a banner year with only a few hurdles remaining. China trade deal remains elusive with the potential for an increase in tariffs set for December 15. Plenty of interesting topics, a new brainteaser and a look at recent […]

DHnplugged #482: To FOMO and Beyond!

Merger Monday Mania. Trade Deal Euphoria. To FOMO and beyond! London cuts Uber, Fake Meat Update and an update on the CTP. Yes, and a new brainteaser – just in time for Thanksgiving. PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:03:45 — 58.6MB)Subscribe: RSS

DHUnplugged #481: Selective Buoyancy

Can’t keep it down – even headlines showing pessimism of a trade deal don’t shake these markets. Warning Notices: Hindenburg Omen and Ohama Titanic Syndrome… Ford’s entry into the EV market and more… PLUS we are now on Spotify ! Podcast: Play in new window | Download (Duration: 1:03:03 — 58.0MB)Subscribe: RSS