podcast


DHUnplugged #317: China – DENIED

China markets were once again denied the coveted inclusion by MSCI in a further setback to the markets. Brexit worries are preventing new market highs as trades are unwound ahead of the June 23rd vote and hopes are alive that the Fed will say something, anything that will reignite a flame for bulls to keep […]

DHUnplugged #316: Organized Confusion

The weakest jobs report in years does not dissuade investors from piling into equities. While there is plenty of headwinds for markets, there is seemingly no thought to any downside potential. Oil is helping to keep a floor under prices as production has dropped and rumors continue to floated from OPEC. Fed speakers are talking […]

DHUnplugged #315: A Short But Memorable Week

The Fed Chair, Janet Yellen seemed to have given the go-ahead for a rate hike as early as the June meeting. Maybe yes, maybe no. But most probably a trial balloon that will float and then bust by the time the meeting rolls around. It is a shortened trading week for U.S. markets are equity […]

DHUnplugged #310: Is Apple (AAPL) Turning Into an IBM?

Not so great of a start for tech earnings. Apple (AAPL) is not keeping up with analyst’s expectations and shares are seeing a sharp move lower. Twitter (TWTR) also reports and disappoints as do other major names. Is this a trend or just a few hiccups? Oil is climbing on speculation that inventory levels will […]

DHUnplugged #309: Deal or No Deal

No DEAL! Nothing was done at the bu Opec/Non-Opec gathering over the weekend, but oil continues to rise. Earnings are starting to come in and so far there is nothing to get too excited about. Banks are beating estimates, but bad loans are growing and volumes of equity trading and fixed income are plummeting.   […]

DHUnplugged # 307: The Soft Dove Does it Again!

Another day, another speech. This time from Chairman Yellen who now says that inflation readings are transitory and the Fed has more scope for further accommodative actions. In other words : MORE STIMULUS as their outlook is looking wrong again. So, if at first (or second, third etc) you don’t succeed, try try again. Whether […]

DHUnplugged #306: The Blackout Looms Large

As earnings season approaches, companies will be in their blackout periods, unable to buy their stocks through certain repurchase plans. Without that added liquidity, what will result? U.S. markets are flirting with unchanged for the year as the massive rally  over the past few weeks has pushed valuations back into the danger zone, but with […]

DHUnplugged #305: From Unicorn to UniCorpse

It has been a busy couple of weeks while DHunplugged was on a short vacation. Markets rally, oil climbs and central banks are getting more aggressive. China is still in terrible shape, but investors are still looking for more stimulative actions to come to the rescue. It will be a big week upcoming with a […]

DHUnplugged #297: New Year Cheer or Fear?

The New Year is upon us and markets are seeing heightened volatility. With the recent rate hike by the Fed, what will be in store for 2016? More of the same as 2015 or clear sailing to new highs? We will help to take the clarify some of the confusion. John and Andrew take a […]

DHUnplugged #296: Market In a Funk Over Junk

The countdown until the Fed rate decision is getting down to the last few hours. Markets seem “prepared” for a hike and then some very dovish commentary to follow. Will this cause the U.S. dollar to rally or will we see an unwind of risk assets? On the table for discussion is the recent and […]