481 DHUnplugged #481: Selective Buoyancy Nov. 20, 2019
Can’t keep it down – even headlines showing pessimism of a trade deal don’t shake these markets. Warning Notices: Hindenburg Omen and Ohama Titanic Syndrome… Ford’s entry into the EV market and more… PLUS we are now on Spotify !
480 DHUnplugged #480: Easy Money Nov. 13, 2019
Hong Kong protests escalate with a deadly shooting. Asian markets sell off on the news. Easy money policy continues to fuel stock rally – although interest rates are climbing again. WeWork is looking for a new CEO – who is crazy enough to take on that ...
479 DHUnplugged #479: MOMO and FOMO Collide Nov. 6, 2019
Last big week of earnings for S&P; companies. FOMO and MOMO collide – but seeing some warnings signs on the charts. The Fed cuts and then seems to be on hold for now and the surprise bump in jobs. M&A; activity,
478 DHUnplugged #478: New High For The Spy Oct. 30, 2019
Several M&A; announcements this week. Trade deal may – or may not – get completed by the initial hoped for deadline. More WeWork fallout, an earnings season update and an update from JCD on California’s rolling blackouts.
477 DHUnplugged #477: Brains On – Mouths Shut Oct. 23, 2019
Head deep into earnings season. So far, so good. Brexit delays, but a light at the end of the tunnel. Facebook crushed as more news from states looking at their business practices. The answer from last week’s brainteaser and a new one.
476 DHUnplugged #476: Appeal of The Skinny Deal Oct. 16, 2019
Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside. We have a skinny, partial Phase 1 Trade Deal with China – what does it mean?
475 DHUnplugged #475: The Fake List Oct. 2, 2019
Trade talks back on – then Trump hints on delisting Chinese companies trading on U.S. exchanges. Moving from an all out trade war to a new financial war. A race to the bottom in fees – puts a dent in major discount brokerage shares.
474 DHUnplugged #474: Talk Today Then Walk Away Sept. 25, 2019
Stocks remain in a consolidation pattern, looking for a catalyst to get past previous all-time highs. China trade deal continues the on- and off-again motion as trade talks conclude with China cutting their trip short. Commentary on oil prices,
473 DHUnplugged #473: Moaning and Droning Sept. 18, 2019
Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region. On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans?
472 DHUnplugged #472: The Rotation Begins Sept. 11, 2019
Closing in on all-time high levels again – while the impact of the trade war slows the global economy. Apple issuing debt to add fuel to buybacks an dividends. The new Volfefe index and more.. PLUS we are now on Spotify !
471 DHUnplugged #471: Blowhards Sept. 4, 2019
Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances. The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies.
470 DHUnplugged #470: Trend on The Bend Aug. 28, 2019
Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted. Chicken sandwich wars and fake chicken on the menu. Are these signs of something or just business as usual?
469 DHUnplugged #469: Here Comes Mr. Know-It-All Aug. 21, 2019
Markets are taking back some of the steep losses from last week. All eyes are on the end of the week when we will hear from plenty of central bank know-it- alls from the Jackson Hole Eco confab. China’s economic condition is in focus and more….
468 DHUnplugged #468: Rolling Coaster Aug. 14, 2019
Market volatility is back – 400, 500 and 600 point moves are all of a sudden in style. Bond yields plunge and gold prices soar on the heels of massive geopolitical upheaval. Argentina stock market plunges and President Trump backs off on some tariffs.
467 DHUnplugged #467: The Emperor’s New Clothes July 31, 2019
Fed rate cut decision and the employment report – all in the same week. Tech has some good news and some bad… Thoughts on the latest earnings season and more. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C.
466 DHUnplugged #466: Flip-Flop Stop! July 24, 2019
The Fed parade was out in force last week as they are approaching a rate decision. markets are really hoping for a big cut at the end of the month. We may be setting up for some disappointment – depending on what the earnings season brings.
465 DHUnplugged #465: How Does This Square? July 17, 2019
Earnings season is here! Banks reporting that net interest margin is taking a hit. Massive outflows from equity funds – but markets hitting new highs – what is this about? Insights on these latest developments and more… PLUS we are now on Spotify !
428 DHUnplugged #428: Painful Probing Oct. 24, 2018
Sellers have emerged with a vengeance over the past couple of weeks. Earnings are spotty and there was clearly a bit too much exuberance going into this quarter. Yet, after a very poor opening, buyers started to nibble and that helped to rescue markets...
427 DHUnplugged #427: Sinkhole Oct. 17, 2018
Markets have seen a pronounced change in appetite for risk over the past couple of weeks. With earnings season now beginning, will that change? Beneath the markets there has been a good amount of carnage that has create a cavity that was open and ready...
426 DHUnplugged #426: Bull/Bear Cage-Fight Oct. 10, 2018
Rates are rising and equity markets are not too keen on that. The good news is getting too good and that is setting up expectations for more rate hikes to come. China adds stimulus in the form of lower reserve requirements,