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.

Oil soars on news that there will be a production cut, then sours after the announcement of a production freeze. Waiting on the “left-hook” devaluation from China after they pledged to keep the Yuan strong.
CDS – Credit Defaults Swaps blowing out in Europe as negative deposit rates are having a terrible impact. Tech stocks blowing up as earnings and outlook are really concerning investors. Oil continues to get hammered and now below $30 per barrel – even ...
Markets are still contending with cross currents and the free-fall in commodity prices. The most recent earnings from Apple (AAPL) and Google (GOOG) are pushing and pulling investors in different directions.
Market comeback? Short-squeeze ahead of the Fed? Oil hitting bottom? Not so fast… Apple’s (AAPL) earnings, facts about Oil and the million dollar Oprah Tweet – Just a few of the important discussion points from this episode – and much more.
There has been no let up of the selling pressure. Even with an overnight pop, stocks lost most of their luster as the correction continues. Earnings season is now in full swing and even as we see some decent beats, that is not helping.
It was a historic week on Wall Street. 2016 started with a nasty blow to markets. Investors liquidated as they ran for cover and headlines are painting a bleak picture. Earnings season, China, crude and the major news that will move markets are all dis...
The New Year is upon us and markets are seeing heightened volatility. With the recent rate hike by the Fed, what will be in store for 2016? More of the same as 2015 or clear sailing to new highs? We will help to take the clarify some of the confusion.
The countdown until the Fed rate decision is getting down to the last few hours. Markets seem “prepared” for a hike and then some very dovish commentary to follow. Will this cause the U.S. dollar to rally or will we see an unwind of risk assets?
It has been a wild ride for currency markets. Central banks may have actually gone too far and markets are starting to see notable price movements. Last week may have been the tip of the iceberg. We also discuss some of the important news of the week a...
In this episode we look at the Superbowl indicator and see if there is any truth to the theory. We also discuss some interesting gadgets, advanced constipation remedies as well a look at markets ***NOMINATE DHUNPLUGGED FOR BEST PODCAST*** CLICK HERE
Apple (AAPL) blows away earnings and revenue estimates - and iPhone sales are off the charts. We look at this and how IBM (IBM), Caterpillar (CAT) and other stocks are showing a much different picture. - The U.S. Dollar rally may be stalling, Crude oil,
Webvan meets Uber - how is this plan going to work? Moreover, Instacart just got a $220 million capital infusion... Really? We discuss this as well as the important news of the week. - Market action, stocks along with some of the business news that w...
India is tracking toilet use and oil is skidding toward zero - both ridiculous ideas in their own right. In this episode, we discuss the names that are poised to pop and the positions that we are removing from our "pick list" from 2014. -
In the year's final episode, we discuss the best and worst stocks of the year as well as predictions for next year. We also discuss some of the more important news items. - A review of the top stock picks we made during 2014 and our clunkers.
The Russian Ruble is in free-fall and that is causing ripples around the world. U.S. bonds are at the lowest yield in more than a year and oil continues to tumble. Central banks, ugly Hanukkah trees and oyster herpes are all important topics flushed ou...
Uber is under attack. Here in the United States and around the world, governments are trying to impose regulations on the taxi/driver start-up. - The world markets are going a bit bonkers. Greece down 12.5%,
In this episode we explore the reasons why Black Friday weekend was a bust. The National Retail Federation expected +4% as compared to last year and now we are seeing that it was more like -11%. Why? We explain. -
Facebook is stepping into LinkedIn's core business, this can't be good and we take a look back in time at what we predicted for Movado and other mid-level watch makers. - A great chart that explains how the media coverage of Ebola influenced marke...
Earnings season is coming to an end, markets are overbought and central bankers are on tilt. How about Alibaba and their record sales on Singles Day? - In this episode we discuss everything from Comcast's poor service to some ideas for investing and b...
Facebook (FB) and Twitter (TWTR) fail to impress investors with their latest earnings reports/outlook. Markets are reaching overheated levels as October has swung from losses to gains on major indices. To Quarantine or not to Quarantine,