DHUnplugged #449: This Time Is Different

Apple has some big announcements this week – though we question the innovation.

SneakerGate – some wild news in the show world.

A look into the potential for a recession – as the yield curve continues to invert.

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

 


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DHUnplugged #447: Ground Stop

Boeing planes grounded as the investigation of the recent failures continue.

Brexit – no idea what to expect at this point.

Markets back to rally mode – even in the face of some tough news. Economics, markets and more….

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

 


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DHUnplugged #446: Crying Wolf

A trade deal with China is imminent – or not.

With the market rally coming under scrutiny – how much more upside is there to go?

GDP still in the mid- 2’s for the 4th quarter – expectations and views are starting to come in moving forward.

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

 


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DHUnplugged #445: Pleased to Appease

The Fed continues their quest to calm markets.

China and the U.S. are said to be closer to some sort of deal.

The rally is 9 weeks deep – is it sustainable? We cover these and other important news of the week.

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


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DHUnplugged #444: Getting Closer

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 !


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DHUnplugged #443: The Glass is Fully Full

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 !


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DHUnplugged #442: BTD Or STR ?

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.

 


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DHUnplugged #440: Cloudy with a Chance of Correction

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.


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