dhunplugged


DHUnplugged #401: Smooth Sailing to Shipwreck

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 […]

DHUnplugged #400: Facebook’d

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 […]

DHUnplugged #398: Flippity Floppity Cohn Groan

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 […]

DHUnplugged #397: Correction Rejection Inflection

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   […]

DHUnplugged #394: Blood In The Streets

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 […]

DHUnplugged #393: Bonds, Blame Bonds

Bond yields have hit their highest levels since 2014. With easy money part of the explanation why stock valuations are stretched – will this cause some panic in the street? Big downside moves for markets all of a sudden that has the VIX hitting multi-month highs. Earnings season is playing out well so far and […]

DHUnplugged #392: Tail Wagging

Government Shutdown – for a few days. Earnings season is moving along and nothing seems to be able to stop this market from going higher. M&A activity in the biotech space starts the week off with a surge and economic conditions have been upgraded for most developed countries around the world. Analysts are upgrading stocks […]

DHUnplugged #391: TTM – To The Moon

Do Markets want to go higher? Investors are happy to keep buying and buying. Nut, how high can we go? Starting to hear comments like TTM – To The Moon makes us wonder if euphoria has taken over and logic has been all but scrapped. Cryptos crash, crude surges, economic conditions strengthen and earnings season […]

DHUnplugged #390: The AI Blockchain CryptoCurrency Show

What was thought a short-term anomaly has turned into a crazed trend. Just say the word blockchain and stocks move straight up. Markets continue making new highs and start the new year with a bang. Analysts are scrambling to upgrade price targets. Apple is being sued by the French government under the Planned Obsolescence laws […]

DHUnplugged #389: Bull Jumping

Out with 2017 and in with a brand new year. Will it be a repeat of the last twelve months or not? Now that most of the exciting news and catalysts are known, what will market participants look for to keep the bull going forward? Plus, the winner of the DH CTP Cup, a dissection […]