DH Unplugged

DHUnplugged #403: Batting With A Blindfold

Posted on Tuesday, April 10th, 2018 at 10:18 pm.

Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded.

Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will see what needs to be addressed.

Plus – Facebook insights as well as a surprise backdoor scheme we found related to the banks…

Podcast: Play in new window | Download (Duration: 1:04:27 — 44.5MB)

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DHUnplugged #402: TRADE WAR!

Posted on Tuesday, April 3rd, 2018 at 10:17 pm.

Trade war on the way? Seem that is the case – even though it is being downplayed.

Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets?

A look at the Spotify direct listing as well as some of the important items that are moving markets. (Plus a few stock ideas as well)
– Opened up at ~ $165/share

Podcast: Play in new window | Download (Duration: 1:01:57 — 42.8MB)

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DHUnplugged #401: Smooth Sailing to Shipwreck

Posted on Tuesday, March 27th, 2018 at 10:21 pm.

A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway.

Facebook is getting grilled from all sides and the stock is under major pressure.

Technical levels are in play as the sell-side continues to harp on the fundamental growth story.

Podcast: Play in new window | Download (Duration: 1:04:34 — 44.6MB)

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DHUnplugged #400: Facebook’d

Posted on Tuesday, March 20th, 2018 at 10:26 pm.

Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior. Even so, once Congress gets involved things can get bumpy.

A big week for markets as there are plenty of market moving headlines expected. From the potential for a Fed rate hike to the budget spending bill process. We break down the important items to watch and get to the bottom of it all.

Podcast: Play in new window | Download (Duration: 1:02:53 — 43.5MB)

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DHUnplugged #399: Headline Overload

Posted on Tuesday, March 13th, 2018 at 10:26 pm.

Shakeups at the White House – inflation concerns wane. Plenty of market moving action this week.

Tariffs have been put in place, but at a much more gentle level than was first expected.

Jeff Bezos is taking over the world and his net worth proves it.

Market insights and stock picks too – all in this busy episode.

Podcast: Play in new window | Download (Duration: 1:04:33 — 44.6MB)

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DHUnplugged #398: Flippity Floppity Cohn Groan

Posted on Tuesday, March 6th, 2018 at 10:17 pm.

Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not.

The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price inflation, new technology innovations and the outlook for markets.

There is also a new Closest to The Pin to be announced and the winner of the most recent contest.

Podcast: Play in new window | Download (Duration: 1:03:48 — 44.1MB)

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DHUnplugged #397: Correction Rejection Inflection

Posted on Tuesday, February 27th, 2018 at 10:22 pm.

An impressive reversal over the past couple of weeks as investors believe that the recent drop was too far, too fast.

The Fed looks to provide some insight into their rate hike path as we decipher the recent testimony from Jay Powell.

Plus – tech news, Channeling Market Predictions and our outlook and insights.397

Podcast: Play in new window | Download (Duration: 1:07:46 — 46.8MB)

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DHUnplugged #396: The Great Chicken Outage

Posted on Tuesday, February 20th, 2018 at 10:28 pm.

A big rebound after a quick market correction. What does the future hold from here? Several potential outcomes are discussed.

Walmart disappoints and drops to key technical support – but some think there is a silver lining to the story.

Plus, an update on the Austin trip, news of a chicken outage and of course, Fed Limericks.

Podcast: Play in new window | Download (Duration: 1:07:22 — 46.5MB)

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DHUnplugged #395: Tarred and Feathered

Posted on Tuesday, February 13th, 2018 at 10:21 pm.

This seems to be the market’s version of a wardrobe malfunction. Some are blaming the recent slide on rates and others are simply saying it was overdue. We get into some of the reasons not being discussed.

Plenty of listener limericks, market updates and insights.

Plus, what really happened with the VIX last week?

A new Closest to The Pin is going to be officially announced as well.

Podcast: Play in new window | Download (Duration: 1:00:02 — 41.5MB)

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DHUnplugged #394: Blood In The Streets

Posted on Tuesday, February 6th, 2018 at 10:17 pm.

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.

Podcast: Play in new window | Download (Duration: 1:00:49 — 42.0MB)

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Closest To The Pin

No contest is running right now!

John C. Dvorak

@THErealDVORAK

Here is a rundown on the upcoming Emmy's. It gives you every excuse not to watch the show. hollywoodreporter.com/lists/e…

1:38 pm · September 21, 2019

Andrew Horowitz 📈📉

@andrewhorowitz

Just a technical matter in the REPO market? Why is the Fed injecting $200BILLION into the system and now announcing POMO though October? thedisciplinedinvestor.com/bl…

1:21 pm · September 21, 2019

Andrew Horowitz 📈📉

@andrewhorowitz

Just a technical matter in the REPO market? Why is the Fed injecting $200BILLION into the system and now announcing POMO though October? We dig in and gain "some" clarity on this as well as answering your questions. Plus a look at the week ahead. $FDX $AMZN ... pic.twitter.com/iTdb2kJqVz

12:59 pm · September 21, 2019

Andrew Horowitz 📈📉

@andrewhorowitz

Sign up for the showcase with TradeStation - I will be presenting next Wednesday at 4:30PM tradestation.zoom.us/webinar/… @TradeStation #free #learn #technicalanalysis

9:18 am · September 21, 2019

Andrew Horowitz 📈📉

@andrewhorowitz

Hmmmm - how do you get partial shares? twitter.com/brunnercreativ…

8:42 am · September 21, 2019

John C. Dvorak

@THErealDVORAK

Spoiler alert. Her secret plan is to talk a big game and then do nothing at all. twitter.com/mrkthompsn/sta…