DH-Unplugged


DHUnplugged #303: Waiting on China’s Left Hook

Oil soars on news that there will be a production cut, then sours after the announcement of a production freeze. Waiting on the “left-hook” devaluation from China after they pledged to keep the Yuan strong. Draghi promises the world that more stimulus is on tap and Japan continues to believe that negative rates are the […]

DHUnplugged #302: Take a Ride on the Titanic II?

CDS – Credit Defaults Swaps blowing out in Europe as negative deposit rates are having a terrible impact. Tech stocks blowing up as earnings and outlook are really concerning investors. Oil continues to get hammered and now below $30 per barrel – even with the rumors flying around that there will be a special/emergency meeting […]

DHUnplugged #301: Groundhog Day, Again…

Markets are still contending with cross currents and the free-fall in commodity prices. The most recent earnings from Apple (AAPL) and Google (GOOG) are pushing and pulling investors in different directions. We delve into the recent move by the Bank of Japan, earnings and the latest news that are shaping the investment climate. Plus, we […]

DHUnplugged #300: The DHFed…Giving Away Money!

Market comeback? Short-squeeze ahead of the Fed? Oil hitting bottom? Not so fast… Apple’s (AAPL) earnings, facts about Oil and the million dollar Oprah Tweet – Just a few of  the important discussion points from this episode – and much more. The big question is: Will this end up being the worst January for market […]

DHUnplugged #299: Blood In The Streets

There has been no let up of the selling pressure. Even with an overnight pop, stocks lost most of their luster as the correction continues. Earnings season is now in full swing and even as we see some decent beats, that is not helping. Banks are expecting big losses on energy related debt and few […]

DHUnplugged #298: 2008 Part II ?

It was a historic week on Wall Street. 2016 started with a nasty blow to markets. Investors liquidated as they ran for cover and headlines are painting a bleak picture. Earnings season, China, crude and the major news that will move markets are all discussed. We also confirm our car sales theory with data that […]

DHUnplugged #297: New Year Cheer or Fear?

The New Year is upon us and markets are seeing heightened volatility. With the recent rate hike by the Fed, what will be in store for 2016? More of the same as 2015 or clear sailing to new highs? We will help to take the clarify some of the confusion. John and Andrew take a […]

DHUnplugged #296: Market In a Funk Over Junk

The countdown until the Fed rate decision is getting down to the last few hours. Markets seem “prepared” for a hike and then some very dovish commentary to follow. Will this cause the U.S. dollar to rally or will we see an unwind of risk assets? On the table for discussion is the recent and […]

DHUnplugged #295: Central Bankers GONE WILD

It has been a wild ride for currency markets. Central banks may have actually gone too far and markets are starting to see notable price movements. Last week may have been the tip of the iceberg. We also discuss some of the important news of the week as well as the market outlook. See this […]

DHUnplugged #294: Santa or Grinch Markets?

The end of the year is just weeks away and there is plenty of news that will shape markets. Seasonally, this is a bullish time, but we discuss some of the potential headwinds that may hinder further upside. China’s currency was approved by the IMF in the global Special Drawing Rights basket – what implications […]