show notes


DHUnplugged #653: Ceiling Dilemma

Announcing a new Closest to the Pin this week. Yellen starting to freak out. Market not ready for an inflation data surprise. Sentiment slipping…. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 56:01 — 51.6MB)Subscribe: RSS

DHUnplugged #652: Tornado and Sinkhole Alert

Another weekend, another bank failure. 79% beat rate for earnings season – what does that mean? Sinkhole alert! Comparing and contrasting past occurrences. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:37 — 57.6MB)Subscribe: RSS

DHUnplugged #651: Resilient Rockem

Markets are moving back and forth just waiting for some big news. Talk of a US default is making the rounds. Tech has a big day – helping to push markets up from their recent despair. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:18 — […]

DHUnplugged #650: Flood Me Once

A flood of earnings and a flood in SOFLA Lunch with the Feds this week.  Last week’s Fed minutes tell an interesting story. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 57:40 — 53.1MB)Subscribe: RSS

DHUnplugged #649: Free Toasters?

Banks need some inflows – giving away prizes for deposits. Earnings season is about to begin – looking for a significant downside for growth. Yields ticking lower as recession fears bump inflation worries. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:27 — 57.5MB)Subscribe: RSS

DHUnplugged #648: AI Doomsday

The end is near – AI taking over they say… OPEC+ Suprise cuts – not the best tine for that move. Some bankers may be in hot water after their recent poor judgement. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:42 — 55.9MB)Subscribe: RSS

DHUnplugged #647: Resilient!

Microsoft Activision deal – back in the spotlight. Bank runs have cooled – but there are still questions. Resilient – yes, that’s the word Fed officials will use. Over and over to describe banks. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:15 — 55.5MB)Subscribe: RSS

DHUnplugged #646: COCO Bond Rug-Pull

No rest for bankers – weekend overload to quiet markets. COCO bond rug pull – billions lost The Fed in a no-win position this week. Rate decision meeting Wednesday. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:59 — 51.5MB)Subscribe: RSS

DHUnplugged #645 – 2 Day Crisis?

Banks get smoked as depositors run scared. Fortunately we get a Sunday Night STICK SAVE! We have some bones to pick – bad math and even worse work ethics. Where are the bargains? We have some thoughts. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:48 […]

DHUnplugged #644: Switcheroo

China making moves. Elon gets his crown back and reversal of fortunes. March is just ahead – rates could spoil the party. Baby Bonds are back on the menu… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)Subscribe: RSS