DH Unplugged

DHUnplugged #444: Getting Closer

Posted on Tuesday, February 19th, 2019 at 10:29 pm.

Rally Rally – are we getting closer to a deal with China? If so, what will it look like and who will declare victory?

Risk assets are moving higher on the heels of bad news – are we back to this mode again?

Plus -we take a look at the social media environment along with the impact of the 2020 Presidential election on markets.

Some interesting charts, a new Closest to the Pin and much more – PLUS we are now on Spotify !

Podcast: Play in new window | Download (Duration: 1:01:55 — 42.8MB)

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DHUnplugged #443: The Glass is Fully Full

Posted on Tuesday, February 12th, 2019 at 10:18 pm.

Pricing in every headwind to be resolved favorably, markets continue to be in rally mode.

Word that there may be a deal at hand for a government spending bill helped to propel market higher – just a few days after markets were spooked by comments that a China deal is no way near done.

Some interesting charts, a new Closest to the Pin and much more – PLUS we are now on Spotify !

Podcast: Play in new window | Download (Duration: 1:00:39 — 41.9MB)

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DHUnplugged #442: BTD Or STR ?

Posted on Tuesday, February 5th, 2019 at 10:20 pm.

No major tweets to sidetrack investors. The Fed is more accommodating and investors like what they see through this earnings season.

Of course buybacks are starting up again after black-out periods as well – helping to push up markets.

There may be some movement after the State of the Union address with a few specific sectors – we take a look.

Podcast: Play in new window | Download (Duration: 1:04:21 — 44.5MB)

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DHUnplugged #441: Yearning for Earnings

Posted on Tuesday, January 29th, 2019 at 10:14 pm.

The government is open again – at least for the next three weeks.

It is going to be a very long week as earnings and economic data are flowing.

A few cuts to guidance and poor earnings reports may derail the January rally.

Volatility is not letting up either….

Podcast: Play in new window | Download (Duration: 58:53 — 40.7MB)

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DHUnplugged #440: Cloudy with a Chance of Correction

Posted on Tuesday, January 22nd, 2019 at 10:17 pm.

IMF lowers their outlook for global growth. At the same time, conflicting headlines about trade talks punish markets.

After a few weeks of a reflexive rally, is it time for consolidation?

There are plenty of stocks that are now “overbought” and could see some selling pressure. The question is whether it will result in a test of the lows again.

Podcast: Play in new window | Download (Duration: 1:01:15 — 42.3MB)

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DHUnplugged #439: Black Eyed Finance

Posted on Tuesday, January 15th, 2019 at 10:15 pm.

Here we go…. Earnings are starting to roll in and already we are seeing a plenty of disappointments. The good news is that investors may have priced in the worst case.

The government shutdown may cost the economy much more that originally anticipated. GDP may take a hit.

Plus – an update on Jae’s fancy artwork, China’s surplus and the tariff game.

Podcast: Play in new window | Download (Duration: 59:34 — 41.2MB)

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DHUnplugged #438: Ringing It In

Posted on Tuesday, January 8th, 2019 at 10:18 pm.

2019 here we come! Markets look as though they are trying to dig out of a major hole with earnings season just around the corner.

Oversold to overbought in just a week – we take a look at some key indicators and explore their meaning.

Plenty of headwinds that are shaking markets – how will they resolve? If history is any guide….

Podcast: Play in new window | Download (Duration: 1:00:39 — 41.9MB)

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DHunplugged #437: 2018 Compiled (Part 2)

Posted on Wednesday, January 2nd, 2019 at 1:54 pm.

Not a “Best of” – this is so much better.

A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2018.

In this episode (Part 2), we look back on Tariffs, Record Highs/Lows, The Fed and A JCD compilation.

A big thanks to listener (and show friend) Ryan Rediske for taking the time to put this all together.

FUN FUN FUN!

Podcast: Play in new window | Download (Duration: 1:04:48 — 44.8MB)

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DHUnplugged #436: 2018 Compiled (Part1)

Posted on Saturday, December 29th, 2018 at 6:02 pm.

Not a “Best of” – this is so much better.

A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2018.

In this episode (Part 1), we look back on Oil, Bitcoin, Trump and Elon Musk/Tesla.

A big thanks to listener (and show friend) Ryan Rediske for taking the time to put this all together.

Wishing all of our wonderful listeners a happy and prosperous New Year!

Podcast: Play in new window | Download (Duration: 1:24:42 — 58.4MB)

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DHUnplugged #435: A Halibut’s Dream

Posted on Tuesday, December 18th, 2018 at 10:14 pm.

Nothing seems to help markets that are in a tailspin. When is it time to start think about possibly dipping into some names that are flashing oversold readings?

The price of oil is plunging. While that is good for consumers – what does that say about the general demand?

Handicapping the Fed’s rate decision and more…

Plus – the 2018 DH CTP Cup is now underway.

Podcast: Play in new window | Download (Duration: 1:04:36 — 44.6MB)

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