DH Unplugged

by Horowitz and Dvorak (horowitzemail@gmail.com) · · · · 28 subscribers

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

515 DHUnplugged #515: Road Rubber July 22, 2020

Europe confirms massive stimulus package - free money/grants to the tune of €750 billion. Earnings season is heating up - looking where to rubber will meet the road. Some news on the U.S. Stimulus package. Fed Limericks are Back - PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John […]

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

Older Episodes

514 DHUnplugged #514: To The Moon! July 15, 2020
Traders placing bets like it was crypto-craze all over again. Tech stocks stage a significant reversal and banks providing earnings. The pandemic is still raging and markets are begging for more stimulus. Announcing the winner of the SPOT Closest to th...
Employment numbers are in – and markets like what they see. China’s markets run hot – returning to pre-pandemic levels. U.S. case count rising puts a crimp in the “V” shaped recovery plan. Stock fever is running hot… Gotta get some of that stock stuff ...
A few important items to keep an eye on. Some big news in the airline space and an update on the worrisome trend with new cases around the country. We also have some thoughts on the upcoming employment report – to be released on Thursday.
Markets continue to ride high on the liquidity from global central banks. The USD is sinking – a good tailwind for US companies. A gigantic gaffe by Navarro about the trade deal – or was it? New highs for the NASDAQ as investors gobble up stocks Fed Li...
Markets getting a lift from some good economic news, combined with news from the Fed. Covid-19 spikes in several states are starting to spook investors, even as buy-the-dip is still alive and well. Petitions to take down statues,
Markets are in a frenzy. Jobs numbers post a surprising gain as economists and analysts are dumbfounded. Retail traders are betting big on bankrupt companies – as free money creates unprecedented moral hazard. Oh, an now – Fake Eggs are coming.
Nothing appears to be able to stop the bulls from buying every dip. Even when there isn’t a dip, they continue to buy – regardless of headwinds or valuation concerns. Big week for economic data – although that doesn’t seem to matter either… Announcing ...
Markets reacting violently to headlines of every vaccine trial. Questioning – is this socialized capitalism? Real Estate over-bidding again and more global stimulus on the way. Fed Limericks are Back! PLUS we are now on Spotify !
New stimulus and more money to families under discussion. Retail sales drop the most on record and unemployment is approaching historic levels. New evidence that there is massive foreign money coming into U.S. markets YES – Limericks are Back!
The rally Continues – 14.7% Unemployment seems okay considering… Markets are in rally mode as stimulus keeps on trickling down (or is it up?) – until they don’t. YES – Limericks are Back! PLUS we are now on Spotify !
The grand-reopening under new (and old) management begins. Markets seem uninterested with the idea that the economy is in a depressed state. Treatments are creating a buzz, hope is in the air that a vaccine/cure will be forthcoming.
503 DHUnplugged #503: Slope of Hope April 29, 2020
Oil is once again sliding down that slope of no-hope. Stocks are climbing on earnings hope. States are starting to open on a rolling basis – what is on the other side of this disaster? New rules for the PPP and the real reason that states are pushing t...
502 DHUnplugged #502: Unprecedented April 22, 2020
Oil collapses in an unprecedented move into negative price territory. Another round of $300 billion or so for the PPP program. Market narrative shows a bullish tone now – the bottom is in! YES – Limericks are Back! PLUS we are now on Spotify !
Tension in the Middle East – what happens if oil prices surge? You will be surprised to hear what we found. Historical wartime market performance explored with @therealdvorak The new year starts with investors looking to get in on the action – no matte...
Part 2: Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 2 we discuss: IPO, Tech, Tariff, Brexit. See this week’s stock picks HERE Follow John C.
Not a “Best of” – this is so much better. A chronological compilation, separated by subject from DHUnplugged Podcasts aired in 2019. In Part 1 we discuss: The Hosts, News Media and President Trump. See this week’s stock picks HERE Follow John C.
485 DHUnplugged #485: Resolutions Dec. 18, 2019
We have a trade deal! Markets love it and building on gains. Brexit resolution is at hand. Headwinds resolving. MOMO is the play as markets move up – chasing performance into the end of the year. PLUS we are now on Spotify !
Awaiting the decision on tariffs hikes ahead of the weekend deadline. Massive outflows from equity funds, but markets continue to rally. The Peloton Wife is a thing…. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C.
Merger Monday Mania. Trade Deal Euphoria. To FOMO and beyond! London cuts Uber, Fake Meat Update and an update on the CTP. Yes, and a new brainteaser – just in time for Thanksgiving. PLUS we are now on Spotify !