DH Unplugged

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

https://www.dhunplugged.com

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      DHUnplugged #416: Buying Frenzy


      Earnings season is on! Already seeing a few names getting love and some getting the boot.
      Investors continue to look past all headwinds and buying every chance they get.
      Good news is good news and bad news is an opportunity.
      The VIX is now near 12 again – more bullish moves to come or is this a sign of complacency?
       



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         1h0m
       
       

      DHUnplugged #415: Gangsta Style


      North Korea seems to want to extend the “negotiations” on denuclearization.  Earnings season is about to get underway as the major banks are set to report later this week.
      Interesting news on the share buyback front, Brexit negotiations are in disarray, tariffs have been imposed on China – and the stock market is just fine.
      Plus a new Closest to The Pin announcement and more…
       



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      ...


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         1h3m
       
       

      DHUnplugged #414: IN-Depend Day


      The tough tariff talk is starting to make investors a bit skittish.
      With the holiday shortened week, many are looking forward to some good news out the the U.S. economy – specifically the employment picture – due Friday.
      The global backdrop is becoming a big concern as the idea that a trade war is actually coming.
      Now that the first half of the year is in the record books – what will the next six months bring?
       



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         1h3m
       
       

      DHUnplugged #413: Backfire Fireback


      Confusion over the recent comments from White House speakers left markets in a tizzy. The tariffs imposed by the U.S. seem to be creating a backfire as Harley Davidson looks to move manufacturing to Europe to steer clear of Eurozone tariffs.
      Markets are on edge and key technical levels are in sight. The end of the quarter window-dressing may provide a quick reprieve for what has been a prolonged period of selling.
      Plus – getting to the end of the special section of Fed...


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         1h5m
       
       

      DHUnplugged #412: Pushing All In


      Threats or the real deal? We are now closer than ever to a trade war with China as the world watched with horror. A new $200 billion in proposed tariffs hit markets as the game plays on.
      Stocks have been trying to continue their move higher, but now have more to contend with.
      Plenty of Fed Limerick submissions and more….
       



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       2018-06-20  1h2m
       
       

      DHUnplugged #411: The Information Show


      There is plenty of news that will shape markets this week. From the Fed rate setting meeting on Wednesday to the Singapore Summit.
      Economic News will be flowing as well as we get a look into inflation numbers for the month and an advanced reading on consumer confidence for June.
      PLUS – new Fed Limericks and a look at at The Closest to The Pin for America Tower (AMT).



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       2018-06-13  1h4m
       
       

      DHUnplugged #410: Sunshine Lollipops And Rainbows


      Markets back in rally mode – with a few fits and spurts. Everything looks pretty good in the U.S. as small-caps hit new highs.
      Headwinds are there, but not much is putting a damper on optimism. Economic reports are still signaling good times ahead.
      Plus: the latest news that needs to be unwrapped and reviewed, a new Closest to The Pin and more….
       



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       2018-06-06  1h6m
       
       

      DHUnplugged #409: Europe in Turmoil


      Europe in turmoil as Italian politicians were unable to form a government. Major rotation out of European banks and bonds helped to push down the 10-year U.S. Treasury yield.
      After a week off, not much has changed The tape is very sensitive to any and all headlines. Markets are still in a consolidation mode and it will be interesting to see what will pull or pull it out of this status.
      The winner of the Closest to The Pin will is announced for Baidu and much more.
       


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       2018-05-30  1h2m
       
       

      DHUnplugged #408: Live From NY – It’s DH Night!


      Markets appeared to be back in bull mode. Earnings season wraps up with very impressive results. Buybacks are massive and buyers like what they see.
      There has also been a noticeable lack of headline risk as little mention of tariffs or other negative tones are heard into the mid-term elections.
      Plus, we take a look at some of the latest and greatest financial technology as we discuss the Benzinga FinTech Awards conference.
       



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       2018-05-16  58m
       
       

      DHUnplugged #407: Apple Love Returns


      Even with an average quarter, big bets are being made on the bright prospects for Apple (AAPL). HUGE buybacks and a dividend hike are the darling of Wall Street – the love affair is rekindled.
      Unemployment dips below 4% and important inflation data is due this week. Of course we have some great Fed limericks to share as well as a new Closest to the Pin announcement.
       



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       2018-05-09  1h5m