DHUnplugged #394: Blood In The Streets

There has been a meaningful change in sentiment – selling has picked up and profits some profits have been disgorged. From an overbought condition to severely oversold in just a matter of days.

Is this the end of the bull run or simply a bump in the road?

What areas are best to consider and which to stay away from? All these will be topics of focus on this edition of DHUnplugged.

 


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DHUnplugged #393: Bonds, Blame Bonds

Bond yields have hit their highest levels since 2014. With easy money part of the explanation why stock valuations are stretched – will this cause some panic in the street?

Big downside moves for markets all of a sudden that has the VIX hitting multi-month highs.

Earnings season is playing out well so far and this week we will see 20% of the S&P 500 companies report. Some big names may help the markets in the next leg of a move.

 


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DHUnplugged #392: Tail Wagging

Government Shutdown – for a few days. Earnings season is moving along and nothing seems to be able to stop this market from going higher.

M&A activity in the biotech space starts the week off with a surge and economic conditions have been upgraded for most developed countries around the world.

Analysts are upgrading stocks prices at a healthy pace to keep up with markets.

 


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DHUnplugged #391: TTM – To The Moon

Do Markets want to go higher? Investors are happy to keep buying and buying. Nut, how high can we go?

Starting to hear comments like TTM – To The Moon makes us wonder if euphoria has taken over and logic has been all but scrapped.

Cryptos crash, crude surges, economic conditions strengthen and earnings season is underway… Just a few of the topics up for discussion in this episode.

 


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DHUnplugged #390: The AI Blockchain CryptoCurrency Show

What was thought a short-term anomaly has turned into a crazed trend. Just say the word blockchain and stocks move straight up.

Markets continue making new highs and start the new year with a bang. Analysts are scrambling to upgrade price targets.

Apple is being sued by the French government under the Planned Obsolescence laws and we take a look at some of the news out of CES 2018.


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DHUnplugged #389: Bull Jumping

Out with 2017 and in with a brand new year. Will it be a repeat of the last twelve months or not?

Now that most of the exciting news and catalysts are known, what will market participants look for to keep the bull going forward?

Plus, the winner of the DH CTP Cup, a dissection of the important business news and more.

Starting the year right with a healthy dose of Dvorak and Horowitz – Unplugged!


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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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