This is the unscripted discussions of John C. Dvorak and Andrew Horowitz. Open mic style conversations about the economy, finance and the wacky world of business. Tips and rants are all part of each episode.
https://www.dhunplugged.com
Gesamtlänge aller Episoden: 16 days 21 hours 8 minutes
DHUnplugged #485: Resolutions
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 !
DHUnplugged #484: This Does Not Compute
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.
DHnplugged #482: To FOMO and Beyond!
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 !
DHUnplugged #481: Selective Buoyancy
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 !
DHUnplugged #480: Easy Money
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 ...
DHUnplugged #479: MOMO and FOMO Collide
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,
DHUnplugged #478: New High For The Spy
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.
DHUnplugged #477: Brains On – Mouths Shut
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.
DHUnplugged #476: Appeal of The Skinny Deal
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?
DHUnplugged #475: The Fake List
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.