DH Unplugged

DHUnplugged #409: Europe in Turmoil

Posted on Tuesday, May 29th, 2018 at 10:22 pm.

Europe in turmoil as Italian politicians were unable to form a government. Major rotation out of European banks and bonds helped to push down the 10-year U.S. Treasury yield.

After a week off, not much has changed The tape is very sensitive to any and all headlines. Markets are still in a consolidation mode and it will be interesting to see what will pull or pull it out of this status.

The winner of the Closest to The Pin will is announced for Baidu and much more.

Podcast: Play in new window | Download (Duration: 1:02:40 — 43.3MB)

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DHUnplugged #408: Live From NY – It’s DH Night!

Posted on Tuesday, May 15th, 2018 at 10:10 pm.

Markets appeared to be back in bull mode. Earnings season wraps up with very impressive results. Buybacks are massive and buyers like what they see.

There has also been a noticeable lack of headline risk as little mention of tariffs or other negative tones are heard into the mid-term elections.

Plus, we take a look at some of the latest and greatest financial technology as we discuss the Benzinga FinTech Awards conference.

Podcast: Play in new window | Download (Duration: 58:57 — 40.8MB)

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DHUnplugged #407: Apple Love Returns

Posted on Tuesday, May 8th, 2018 at 10:24 pm.

Even with an average quarter, big bets are being made on the bright prospects for Apple (AAPL). HUGE buybacks and a dividend hike are the darling of Wall Street – the love affair is rekindled.

Unemployment dips below 4% and important inflation data is due this week. Of course we have some great Fed limericks to share as well as a new Closest to the Pin announcement.

Podcast: Play in new window | Download (Duration: 1:05:21 — 45.1MB)

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DHUnplugged #406: Hugs and Hand Holding

Posted on Tuesday, May 1st, 2018 at 10:27 pm.

Leaders are hugging it out these days in an attempt to show that all things are just peachy. If only….

Markets are still seeing volatility as rates are rising and the Fed is about to tell us their next move.

Earnings season is wrapping up with some good news and bad news. Plus all of the important investment and economic news of the week.

Podcast: Play in new window | Download (Duration: 1:07:44 — 46.8MB)

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DHUnplugged #405: Bond Bubble Bursting

Posted on Tuesday, April 24th, 2018 at 10:31 pm.

Now back, John C. Dvorak will provide some insight on his mysterious disappearance. Earnings season is in overdrive as the 10-Year treasury blows past the psychological 3% level.

Is the bond bubble finally bursting?

Plus, we announce the winner of the Closest to The Pin for Home Depot (HD) and cover all the important biz and financial news.

Podcast: Play in new window | Download (Duration: 1:03:54 — 44.2MB)

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DHUnplugged #404: A Whole Lot of Half Truths

Posted on Wednesday, April 18th, 2018 at 8:39 am.

Where is JCD? Missed the show this week… Quick solo show with headlines and news tidbits from Andrew.

Markets are getting a boost as much of the headline news has subsided.

Earnings season is underway and there are a few half-truths that are being spread around that we will get straightened out.

Covering a chunk of the major stories that will be moving markets this week.

Podcast: Play in new window | Download (Duration: 45:09 — 31.7MB)

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DHUnplugged #403: Batting With A Blindfold

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

Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded.

Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will see what needs to be addressed.

Plus – Facebook insights as well as a surprise backdoor scheme we found related to the banks…

Podcast: Play in new window | Download (Duration: 1:04:27 — 44.5MB)

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DHUnplugged #402: TRADE WAR!

Posted on Tuesday, April 3rd, 2018 at 10:17 pm.

Trade war on the way? Seem that is the case – even though it is being downplayed.

Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets?

A look at the Spotify direct listing as well as some of the important items that are moving markets. (Plus a few stock ideas as well)
– Opened up at ~ $165/share

Podcast: Play in new window | Download (Duration: 1:01:57 — 42.8MB)

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DHUnplugged #401: Smooth Sailing to Shipwreck

Posted on Tuesday, March 27th, 2018 at 10:21 pm.

A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway.

Facebook is getting grilled from all sides and the stock is under major pressure.

Technical levels are in play as the sell-side continues to harp on the fundamental growth story.

Podcast: Play in new window | Download (Duration: 1:04:34 — 44.6MB)

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DHUnplugged #400: Facebook’d

Posted on Tuesday, March 20th, 2018 at 10:26 pm.

Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior. Even so, once Congress gets involved things can get bumpy.

A big week for markets as there are plenty of market moving headlines expected. From the potential for a Fed rate hike to the budget spending bill process. We break down the important items to watch and get to the bottom of it all.

Podcast: Play in new window | Download (Duration: 1:02:53 — 43.5MB)

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