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: Apple Podcasts | Android | RSS

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: Apple Podcasts | Android […]

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: Apple Podcasts | Android […]

DHUnplugged #480: Easy Money

Hong Kong protests escalate with a deadly shooting. Asian markets sell off on the news. Easy money policy continues to fuel stock rally – although interest rates are climbing again. WeWork is looking for a new CEO – who is crazy enough to take on that role? PLUS we are now on Spotify ! Podcast: […]

DHUnplugged #479: MOMO and FOMO Collide

Last big week of earnings for S&P companies. FOMO and MOMO collide – but seeing some warnings signs on the charts. The Fed cuts and then seems to be on hold for now and the surprise bump in jobs. M&A activity, investors that cry on TV are all part of this outrageous episode. PLUS we […]

DHUnplugged #478: New High For The Spy

Several M&A announcements this week. Trade deal may – or may not – get completed by the initial hoped for deadline. More WeWork fallout, an earnings season update and an update from JCD on California’s rolling blackouts. Announcing a NEW Closest To The Pin PLUS we are now on Spotify ! Podcast: Play in new […]

DHUnplugged #477: Brains On – Mouths Shut

Head deep into earnings season. So far, so good. Brexit delays, but a light at the end of the tunnel. Facebook crushed as more news from states looking at their business practices. The answer from last week’s brainteaser and a new one. Announcing a NEW Closest To The Pin PLUS we are now on Spotify […]

DHUnplugged #476: Appeal of The Skinny Deal

Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside. We have a skinny, partial Phase 1 Trade Deal with China – what does it mean? IMF drops global growth to levels not seen since 2008/2009. PLUS we are now on […]

DHUnplugged #475: The Fake List

Trade talks back on – then Trump hints on delisting Chinese companies trading on U.S. exchanges. Moving from an all out trade war to a new financial war. A race to the bottom in fees – puts a dent in major discount brokerage shares. The latest manufacturing report shows that the U.S. economy is cooling […]

DHUnplugged #474: Talk Today Then Walk Away

Stocks remain in a consolidation pattern, looking for a catalyst to get past previous all-time highs. China trade deal continues the on- and off-again motion as trade talks conclude with China cutting their trip short. Commentary on oil prices, economic reports, the Repo market and more…. PLUS we are now on Spotify ! Podcast: Play […]