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.

Now back, John C. Dvorak will provide some insight on his mysterious disappearance. Earnings season is in overdrive as the 10-Year treasury blows past the psychological 3% level. Is the bond bubble finally bursting? Plus,
Where is JCD? Missed the show this week… Quick solo show with headlines and news tidbits from Andrew. Markets are getting a boost as much of the headline news has subsided. Earnings season is underway and there are a few half-truths that are being spre...
Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded. Plenty of interesting economic and earnings new...
A big rebound after a quick market correction. What does the future hold from here? Several potential outcomes are discussed. Walmart disappoints and drops to key technical support – but some think there is a silver lining to the story. Plus,
This seems to be the market’s version of a wardrobe malfunction. Some are blaming the recent slide on rates and others are simply saying it was overdue. We get into some of the reasons not being discussed. Plenty of listener limericks,
There has been a meaningful change in sentiment – selling has picked up and profits some profits have been disgorged. From an overbought condition to severely oversold in just a matter of days. Is this the end of the bull run or simply a bump in the ro...
Bond yields have hit their highest levels since 2014. With easy money part of the explanation why stock valuations are stretched – will this cause some panic in the street? Big downside moves for markets all of a sudden that has the VIX hitting multi-m...
392 DHUnplugged #392: Tail Wagging Jan. 24, 2018
Government Shutdown – for a few days. Earnings season is moving along and nothing seems to be able to stop this market from going higher. M&A; activity in the biotech space starts the week off with a surge and economic conditions have been upgraded for ...
Do Markets want to go higher? Investors are happy to keep buying and buying. Nut, how high can we go? Starting to hear comments like TTM – To The Moon makes us wonder if euphoria has taken over and logic has been all but scrapped. Cryptos crash,
What was thought a short-term anomaly has turned into a crazed trend. Just say the word blockchain and stocks move straight up. Markets continue making new highs and start the new year with a bang. Analysts are scrambling to upgrade price targets.
Out with 2017 and in with a brand new year. Will it be a repeat of the last twelve months or not? Now that most of the exciting news and catalysts are known, what will market participants look for to keep the bull going forward? Plus,
It was a year for the record books. Plenty of money to be made by just letting the markets do their thing. What is shaping up for 2018? Bonuses paid to employees after the tax bill passed may help to push up wage growth and force the Fed’s hand.
The end of year is around the corner and there is a buyer’s stampede to the finish. With the Tax Report Bill destined to pass and the Fed remaining dovish, markets have been riding higher. The Fed keeps on telling us that there is no inflation – but wh...
Money is flowing into most asset classes at a breakneck pace. Markets are hitting new highs as investors look for the next catalyst to improve corporate profits. The Fed is about to conclude its two day meeting with a rate decision – investors are chee...
385 DHUnplugged #385: AlgoMania Dec. 6, 2017
The Senate passes their version of the tax bill -will a few unforeseen last minute entries. Markets are happy, then not-so after investors dig into the results. DJIA plunges 350 points on Friday after learning that Michael Flynn will be cooperating wit...
All news leads to Bitcoin. As the cryptocurrency flies toward the $10k mark, many are asking how high can this go? North Korea is at it again, launching an ICBM into the Sea of Japan. Markets are unfaszd. Amazon has taken over the world and that has Je...
Junk bonds are starting to roll over, Treasury spreads are tightening and the yield curve is flattening. Is the bond market trying to tell us something? A preliminary razor/shave report and updates on markets, the tax plan,
382 DHUnplugged #382: The Purge Nov. 8, 2017
The Middle East is seeing some interesting activity as Saudi Arabia is purging many royal and government officials. More domestic terror attacks than ever before and the frequency is alarming. Economic reports,
So much for the worry about October. Markets have no worries as economic and earnings report paint a rather pretty picture. Tech leads the way over the last week and the appointment of the next Fed Chair is upon us.
It is the heart of earnings season and markets seem to like what they see. Plenty of good news from companies – some bad. More stimulus to come from Japan? A new Fed chief on the way? Plus – a look into John’s bag of goodies from Trader Joe’s!