DH Unplugged

by Horowitz and Dvorak (horowitzemail@gmail.com) · · · · 29 subscribers

Dvorak and Horowitz, unscripted and unrehearsed discuss markets, finance and economy like no one else.

California is ablaze, markets heating up too after the recent jobs report. A road trip uncovers how the big companies are beating out the mom-and-pop establishments. Some good news on the employment front - bond yields respond. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. […]

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Tags: dvorak, business/investing, business news, business, investing, horowitz, financial, podcast, business/business news

Older Episodes

Earnings Season – Going Just Fine. Florida – Plenty of COVID – No Fish… Masks Up – But Will That Mean Markets Down? China continues to Burn Down the House – Gaming is ” Spiritual Opium” PLUS we are now on Spotify and Amazon Music/Podcasts!
China is clamping down on companies – those listed on US exchanges take a beating. Earnings out for the major tech names – most lower as peak earnings is the question. Markets swing lower on COVID comeback concerns Reminder: Closest to The Pin for AMD!...
565 DHUnplugged #565: Wobble Baby July 21, 2021
Bezos makes it up to space – and returns safely. But bond yields keep dropping. Markets showing an oversold condition, may need some time for consolidation. Announcing a new Closest to The Pin! PLUS we are now on Spotify and Amazon Music/Podcasts!
Race to Space – the next frontier. Earnings season – already some worrisome signs. Inflation – getting hotter – Fed losing credibility. The Pandemic Trade is back! PLUS we are now on Spotify and Amazon Music/Podcasts!
563 DHUnplugged #563: $pace Race July 7, 2021
NFTs pushing record sales as buyers grabbing all they can. A few stories out of Florida, winning the $pace Race, and digging into the latest employment report. AND, announcing the WINNER of the CTP ! PLUS we are now on Spotify and Amazon Music/Podcasts...
562 DHUnplugged #562: Bank Party! June 30, 2021
They’re back! Banks get the green light from the Fed. Petitioning for a one- way flight for Bezos? Roth IRA Madness… Announcing a new CTP – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C.
Bitcoin (and other coins) turn negative for the year to date. Inflation – here and there. Powell and the Fed parade walking back their hawkish tone. Wine from China – is that a crime? Announcing a new CTP – PLUS we are now on Spotify and Amazon Music/P...
FOMC meeting just a day away – not much expected. Lumber prices come back down to earth as housing markets are still hot. Markets hitting all-time highs, wondering if there is anything that can derail the ramp.
The “meme” stocks are on fire. Throw some money at it and the world’s richest will be yours – right? Coins getting thrashed as new regulatory comments swirl around. Inflation? Numbers coming this week… A quick look at all of the goodies announce at the...
Big news out of China. The summer is here – looking at the economic reports paints a pretty interesting picture. Inflation – yes, prices are going up. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!
Is there inflation or not? Trying to parse the gobbledygook from both the Fed and data.Some final words on the Crypto markets. We are going to space! Let’s gooooooooo! Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!
Markets Consolidating. Looking for the next catalyst. Wondering if we are about to enter the simulation – IRL no more… Inflation is kicking, stocks are heavy, earnings are out and we need more stimulus – give it to us!
555 DHUnplugged #555: DuhFLATION May 12, 2021
Inflation talk is starting to create concern. Wondering if Elon’s SNL appearance was a “Jump the Doge” event. ARK Investments seeded by ArchEgos – same strategy? Hacking the US infrastructure – what could be next?
Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings? A big divorce announced this week and thoughts from Charlie Munger. An update on Biden’s first 100-days. Fed Limericks are Back – PLUS we are now on Spotify and Amazo...
553 DHUnplugged #553: Frenzy April 28, 2021
The mega-tech earnings are rolling in… Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts. Awaiting the tax hikes from the Biden administration and trying to figure out how they will ...
552 DHUnplugged #552: Booster Mania April 21, 2021
A quick gut check for markets as we head into earnings season. Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own. Annual booster shots are now the talk of the pharma companies – what will t...
551 DHUnplugged #551:Flashing Amber April 14, 2021
Inflation coming in hot – but not much to worry about says the Fed. Jab #2 for Andrew – let’s see how it is going. An update on ESG and new scritiny for SPACs. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!
More all-time highs for markets as the $2.2 trillion stimulus is presented. NFTs and other areas of interest are in the speculative spotlight. Happy Birthday to JCD! The EV space is charging higher – what to watch…?
549 DHUnplugged #549: Unscrupulous March 31, 2021
Hedge funds blowing up after taking on massive leverage in concentrated positions. Yields are moving up again – capping one of the worst quarters for bonds in decades. Stocks remain semi-buoyant, new stimulus ahead keeping the bulls happy.