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DHUnplugged #681: Diverging Outcomes

Posted on Tuesday, December 12th, 2023 at 10:20 pm.

Up Up Up – Santa will be pleased.

Diverging outcomes.

Interesting M&A activity and a blast from the past.

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


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Podcast: Play in new window | Download (Duration: 1:00:27 — 55.6MB)

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DHUnplugged #680: Too Many Bulls

Posted on Tuesday, December 5th, 2023 at 10:14 pm.

Everyone is bullish – that seems a bit overdone at this point.

Tax Trap – Watch-out!

Economic data remains strong – jobs data showing weakness (JOLTS)

Bond yields sink – herd mentality and Fed bulls working it.

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


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Podcast: Play in new window | Download (Duration: 59:53 — 55.1MB)

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DHUnplugged #679: Rally Santa Rally!

Posted on Tuesday, November 28th, 2023 at 10:23 pm.

Heading toward the barn – traders looking for Santa to come though for December

November was a pretty spectacular month for stocks…

Oil – OPEC+ making some moves – crude prices diving.

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


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Podcast: Play in new window | Download (Duration: 1:03:44 — 58.7MB)

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DHUnplugged #678: Manufactroversy

Posted on Tuesday, November 21st, 2023 at 10:06 pm.

AI technology in the hot seat.

Apple gives in to pressure on messaging

Short week – plenty of action.

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


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Podcast: Play in new window | Download (Duration: 59:38 — 54.9MB)

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DHUnplugged #677: Shut-Up Shut-Down

Posted on Tuesday, November 14th, 2023 at 10:18 pm.

Only days until money runs out – will the government shot-down?

Markets on the herky-jerky, thanks to the Fed and Mr. Powell.

Major retail earnings out this week – winners and losers.

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


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Podcast: Play in new window | Download (Duration: 57:41 — 53.1MB)

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DHUnplugged #676: DCB or BMR?

Posted on Tuesday, November 7th, 2023 at 10:10 pm.

Markets on fire – is it for real?

Announcing a new Closest to the Pin!

Household debt update – market thoughts and more…

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


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Podcast: Play in new window | Download (Duration: 57:46 — 53.2MB)

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DHUnplugged #675: Data Deluge

Posted on Tuesday, October 31st, 2023 at 10:15 pm.

Apple earnings are this week, along with a Fed rate decision, Treasury supply and  the Employment report.

A deluge of data over the next few days.

War time markets – skittish and on edge.

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


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Podcast: Play in new window | Download (Duration: 1:01:54 — 57.0MB)

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DHUnplugged #674: Concentrated Returns

Posted on Tuesday, October 24th, 2023 at 10:16 pm.

Tech earnings are in the spotlight.

Fed blackout period on until the next rate decision- coming up.

Shutdown – STILL LOOMING!

The fishing trip of a lifetime !

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


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Podcast: Play in new window | Download (Duration: 59:14 — 54.5MB)

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DHUnplugged #673: War Is $$

Posted on Tuesday, October 17th, 2023 at 10:22 pm.

More War? More Money?

Bond yields surged on latest PPI and CPI

Earnings in the spotlight – So far – so good.

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


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Podcast: Play in new window | Download (Duration: 1:02:26 — 57.5MB)

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DHUnplugged #672: Surprises

Posted on Tuesday, October 10th, 2023 at 10:19 pm.

Jobs report – a blowout.

Build the Wall (again).

Short squeeze – that was something.

What other surprises can the market ignore?

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


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    * Horowitz & Company, Inc. is registered as an investment advisor with the State of Florida and conducts business in other states where it is properly registered or is excluded from registration requirements. Registration does not imply any level of skill or training.

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