DHUnplugged #388: Auld Lang Syne

It was a year for the record books. Plenty of money to be made by just letting the markets do their thing. What is shaping up for 2018?

Bonuses paid to employees after the tax bill passed may help to push up wage growth and force the Fed’s hand.

News on tepid demand for the iPhone X sinks Apple’s stock. Plus highlights of 2017 and a look at what may be in store for the year ahead.

 


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DHUnplugged #387: End of Year Stampede

The end of year is around the corner and there is a buyer’s stampede to the finish.

With the Tax Report Bill destined to pass and the Fed remaining dovish, markets have been riding higher.

The Fed keeps on telling us that there is no inflation – but what are others seeing? We get to the bottom of this.

Listener’s “Fed Limericks” and more…

 


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DHUnplugged #386: Everybody In The Pool !

Money is flowing into most asset classes at a breakneck pace. Markets are hitting new highs as investors look for the next catalyst to improve corporate profits.

The Fed is about to conclude its two day meeting with a rate decision – investors are cheering the move (whatever it is going to be).

Bitcoin at new highs as futures begin trading for the Cryptocurrency – will it hit $25,000 by the end of the year?

 


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DHUnplugged #385: AlgoMania

The Senate passes their version of the tax bill -will a few unforeseen last minute entries. Markets are happy, then not-so after investors dig into the results.

DJIA plunges 350 points on Friday after learning that Michael Flynn will be cooperating with the FBI – and subsequently recovers most of the losses.

Going into year end – plenty of action awaits – as well as a good deal of algo generated rotation.

Plus – Fed Limericks!


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DHUnplugged #384: A Very Bitcoin Christmas

All news leads to Bitcoin. As the cryptocurrency flies toward the $10k mark, many are asking how high can this go?

North Korea is at it again, launching an ICBM into the Sea of Japan. Markets are unfaszd. Amazon has taken over the world and that has Jeff Bezos now worth over $100 billion. An impressive start to the holiday shopping season for Amazon.

Uber and Tesla are also making new – we get to the bottom of all of this and more…

Plus – Fed Limericks!


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DHUnplugged #383: What Are Bonds Telling Us?

Junk bonds are starting to roll over, Treasury spreads are tightening and the yield curve is flattening. Is the bond market trying to tell us something?

A preliminary razor/shave report and updates on markets, the tax plan, China’s economics and world events.

Plus the latest on the GE Closest to the Pin and more…

 


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DHUnplugged #382: The Purge

The Middle East is seeing some interesting activity as Saudi Arabia is purging many royal and government officials.

More domestic terror attacks than ever before and the frequency is alarming.

Economic reports, tax reform and stocks to watch – all discussed in this episode.

 


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DHUnplugged #381: No Spooking This Market

So much for the worry about October. Markets have no worries as economic and earnings report paint a rather pretty picture.

Tech leads the way over the last week and the appointment of the next Fed Chair is upon us.

Plenty of news to digest along with the latest updates – and a few stock picks to boot!

 


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DHUnplugged #379: Slow Grind

Markets continue to grind higher as if it is a one way trade.

Earnings season is underway and this week starts the onslaught of reports over the next month. So far, so good.

Apps may be the next political candidates to hit the trail and we are close to knowing who will b the next Fed chair.

 


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