DH Unplugged

DHUnplugged #385: AlgoMania

Posted on Tuesday, December 5th, 2017 at 10:17 pm.

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!

Podcast: Play in new window | Download (Duration: 1:01:17 — 42.4MB)

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DHUnplugged #384: A Very Bitcoin Christmas

Posted on Tuesday, November 28th, 2017 at 10:14 pm.

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!

Podcast: Play in new window | Download (Duration: 57:37 — 39.8MB)

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DHUnplugged #383: What Are Bonds Telling Us?

Posted on Tuesday, November 14th, 2017 at 10:31 pm.

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…

Podcast: Play in new window | Download (Duration: 1:02:17 — 42.8MB)

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DHUnplugged #382: The Purge

Posted on Tuesday, November 7th, 2017 at 10:13 pm.

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.

Podcast: Play in new window | Download (Duration: 1:04:55 — 44.9MB)

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DHUnplugged #381: No Spooking This Market

Posted on Tuesday, October 31st, 2017 at 10:20 pm.

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!

Podcast: Play in new window | Download (Duration: 1:04:42 — 44.7MB)

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DHUnplugged #380: EarningsPalooza

Posted on Tuesday, October 24th, 2017 at 10:21 pm.

It is the heart of earnings season and markets seem to like what they see.

Plenty of good news from companies – some bad.

More stimulus to come from Japan? A new Fed chief on the way?

Plus – a look into John’s bag of goodies from Trader Joe’s!

Podcast: Play in new window | Download (Duration: 1:03:26 — 43.8MB)

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DHUnplugged #379: Slow Grind

Posted on Tuesday, October 17th, 2017 at 10:24 pm.

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.

Podcast: Play in new window | Download (Duration: 1:06:00 — 45.6MB)

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DHUnplugged #378: The Best Stock Market in The World

Posted on Tuesday, October 10th, 2017 at 10:19 pm.

Listener Kevin asks us about an emerging market that is off the charts. Employment reports show a massive drop in September.

Tesla is looking to get into the gas powered car market an earnings season is right around the corner.

Just a few of the topics we dive into this episode.

Podcast: Play in new window | Download (Duration: 1:00:30 — 41.8MB)

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DHUnnplugged #377: We Have Framework

Posted on Tuesday, October 3rd, 2017 at 10:18 pm.

Small-cap stocks are on fire after the Trump tax reform plan framework is announced.

The economy is moving ahead nicely and the Fed still is on hold. Jobs numbers to be released Friday and market participants are looking forward to another strong report.

A look at commodity returns, the latest scams and more.

Podcast: Play in new window | Download (Duration: 1:03:27 — 43.8MB)

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DHUnplugged #376: Jumpy, Sloppy, Tweety

Posted on Tuesday, September 26th, 2017 at 10:23 pm.

No storms provided by nature this week – however there are many to be found in markets.

Mega-cap name get pounded on valuation concerns while small-caps stage a stealth rally to all time highs. The healthcare bill appears all but dead in the water but there has been a flurry of Twitter activity regarding North Korea and NFL kneeling.

The Fed is on the move again – this time behind the scenes with an attempt to unwind their massive asset pile.

Volatility is once again removed from markets as a one-day downstroke is bought – plus plenty of current events to discuss in this episode.

Podcast: Play in new window | Download (Duration: 1:01:47 — 42.7MB)

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