DH Unplugged

DHUnplugged #184: All in the Famdamily

Lots of goodies in this episode. From Edith Bunker to Michael Douglas we look at these and more of the important issues facing markets and investors. Podcast: Play in new window | Download (Duration: 1:07:45 — 46.5MB)Subscribe: RSS

DHUnplugged #183: Tampering and Tapering – One Letter Difference

Lots to discuss with all of the “currency wars” starting to become a reality. South Korea and Japan are now in a rift and there is evidence that the bond bubble burst has started. Nothing like a good collapse as far as JCD is concerned. Podcast: Play in new window | Download (Duration: 57:49 — […]

DHUnplugged #182: Fecal Matters

58% of public pools have been found to have feces in the water. Just some of the items of interest in this episode. We also talk about the global markets as well as the current state of affairs with the Fed. Some interesting comments about the SAC hedge fund insider trading fiasco and closure. Podcast: […]

DHUnplugged #181: Big Brother is Back…

The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother. Podcast: Play in new window | Download (Duration: 1:02:30 — 42.9MB)Subscribe: RSS

DHUnplugged #180: Sell in May and A Yen for A Bull

Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more… Podcast: Play in new window | Download (Duration: 56:57 — 39.1MB)Subscribe: RSS

DHUnplugged #179: Market ALL A Twitter

The computers took over once the (false) Tweet was released that there was a bombing in  the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, Apple (AAPL) earnings and more…. Podcast: Play in new window | Download (Duration: 59:34 — 40.9MB)Subscribe: […]

DHUnplugged #178: House of Cards – Gold Plunge

Now that was “fun” no? Gold plunged and we discuss the reasons and the rationale. What to do next? Bitcoin and many other topic that you will want to hear are explores in this episode.     Podcast: Play in new window | Download (Duration: 1:05:47 — 45.2MB)Subscribe: RSS

DHUnplugged #177: Something is Fishy Here….

We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the […]

DHUnplugged #176: Stealing From Russia Not Advisable

Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more… Follow @andrewhorowitz  Follow @therealdvorak   Podcast: Play in new window | Download (Duration: 55:40 — 38.2MB)Subscribe: RSS

DHUnplugged #175: Themes and Memes, Plus the Netflix (NFLX) Challenge

China’s economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge – one of us is short and the other long…. Hear all about our thoughts on the markets Follow @andrewhorowitz […]