show notes


DHUnplugged #325 – Don’t Raise the Bridge, Lower The River

Now that central banks are starting to get the point that more of the same is not working, they are looking to change their targets. Markets slip from all-time highs as China and U.S. economic data softens. Inflation tame, GDP slow, just another day at the eco-office. Many of the well-known hedge funds are dumping […]

DHUnplugged # 323: Welcome To Zikami

Stocks are reaching levels that may not be sustainable. With European stress tests under scrutiny, banks within the region are getting hit hard while Greek banks have been upgraded from selective default. The CDC is now warning people to stay away from Miami as the Zika virus has been showing up more frequently – specifically […]

DHUnplugged #322: Earnings Deluge

Investors are waiting for the Fed to help prop up markets as over 200 companies are scheduled to report earnings this week. While 68% of companies are beating earnings, not so much discussion about the currency tailwind they are seeing. What happened to transparency? The RNC and DNC have some great scandals on their hands […]

DHUnplugged #321: Energizer Bunny Markets

Markets acting like the Energizer Bunny – Keeps going an going and going… Seems that world events, economic headwinds and even coup attempts are not enough to dissuade investors from throwing their money into stocks. Earnings season is well underway with hundreds of companies reporting over the next couple of weeks. John nails it with […]

DHUnplugged #320: Pokeman GO Markets

Brexit turned out to be nothing. In fact markets making new highs as the promise of stimulus and liquidity quiet market fears. Meanwhile, several U.K. based real estate funds are denying withdrawals as investors are pulling out too much money. Bonds rallying hard along with equities as the flight to safety pushes sovereign debt “more” […]

DHUnplugged #319: Brexit Wrecks It

The Brexit vote sent shock wave throughout financial markets. What really happened and what is the outlook for Europe and the rest of the world? Is there a chance for a re-vote and an undo of the referendum? Markets jolted, financial leaders say be calm, but is this a short-term sell off or is something […]

DHUnplugged #318: Two Days and Counting

Countdown to the Brexit vote – two days from now we will know the result. Some are predicting that if the U.K. were to vote to leave that the pound could drop and a global recession would ensue. Janet Yellen testifies to Congress over the next two days, shedding light on some of the Fed’s […]

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 #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 #314: FedWinds In Time for Summer

Greek debt write-downs will wait until at least 2018 says Germany. Retail sales in the U.S. are still feeling the pain as the latest report from Best Buy (BBY) shows a rather miserable outlook ahead. Volumes are slowing into the summer and M&A rumors as well as upgrades by Sell-side should be in full swing. […]