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DHUnplugged #730: Spend Spend Spend

Posted on Tuesday, December 3rd, 2024 at 10:32 pm.

Very Business friendly cabinet

Market rotation continues – now it is back into the big-caps

Consumers – WOW! – Spend Spend Spend

Black Friday and Cyber Monday updates

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:04:14 — 59.1MB)

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DHUnplugged #729: We Are All Turkeys

Posted on Tuesday, November 26th, 2024 at 10:36 pm.

Where are all the smokers these days?

DOGE – making promises.

We are all turkeys – just gullible for every comment and promise.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:07:06 — 61.7MB)

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DHUnplugged #728: Wild Ride

Posted on Tuesday, November 19th, 2024 at 10:16 pm.

Wild ride for markets – election movers and groovers.

Fed dousing the fire a bit.

Inflation is still a thing.

Nuke talk again….

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:02:40 — 57.7MB)

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DHUnplugged #727: Throw Backs

Posted on Tuesday, November 12th, 2024 at 9:00 pm.

Looking back at some of the funnier and more memorable episodes.

Focusing n a few specific topics from years ago.

Thank you Ryan for putting this together.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:02:12 — 57.2MB)

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DHUnplugged #726: Election Hysteria

Posted on Tuesday, November 5th, 2024 at 10:14 pm.

Can we get this election over with already?

Markets pricing in a perfect gridlock scenario.

Earnings season rolling along – good and bad news for stocks.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 55:17 — 50.9MB)

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DHUnplugged #725: Minsky Moments

Posted on Tuesday, October 29th, 2024 at 10:15 pm.

Yields important again – rising and worrisome.

Hedge Fund titans getting nervous – talking bout a Minsky Moment.

End of month – October is about to be in the books.

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:01:57 — 57.0MB)

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DHUnplugged #724: MegaBuyers Revealed

Posted on Tuesday, October 22nd, 2024 at 10:15 pm.

There are some things we need to know about who is actually buying stocks.

Yields on the rise – estimate that they could be moving up to what level?

Big tech earnings on tap – how will markets react?

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:03:49 — 58.7MB)

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DHUnplugged #723: Race To The End

Posted on Tuesday, October 15th, 2024 at 10:37 pm.

Bulls remain in charge

Data not important – down the road all will be fine

Seasonality – Race to the End

CPI and PPI – conflicting

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:01:09 — 56.3MB)

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DHUnplugged #722: Who Cares?

Posted on Tuesday, October 8th, 2024 at 10:16 pm.

Does anyone care about the data? Does the Data Matta?

Port Strike ENDED – for now

Hurricane Milton – Strong Cat5 going to hit West Coast of Florida…

Employment Report Update

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:02:11 — 57.2MB)

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DHUnplugged #721: Strike That!

Posted on Tuesday, October 1st, 2024 at 10:17 pm.

Bulls and Bears – (TDI Podcast running now is Bull and next week is Bear – will be interesting divergence)

End of the Month – End of The Quarter

Seasonality features the Bulls

Fed Limericks!

NEW CTP ANNOUNCED!

PLUS we are now on Spotify and Amazon Music/Podcasts!


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Podcast: Play in new window | Download (Duration: 1:00:41 — 55.9MB)

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