DH Unplugged

DH Unplugged

www.dhunplugged.com
Dvorak and Horowitz Unplugged


#513: Stock Fever Baby!
Jul 7 • 59 min
Employment numbers are in – and markets like what they see. China’s markets run hot – returning to pre-pandemic levels. U.S. case count rising puts a crimp in the “V” shaped recovery plan. Stock fever is running hot… Gotta get some of that stock stuff…
#512: Shaken Not Stirred
Jun 30 • 61 min
A few important items to keep an eye on. Some big news in the airline space and an update on the worrisome trend with new cases around the country. We also have some thoughts on the upcoming employment report – to be released on Thursday. Fed Limericks…
#511: A Gusher of Liquidity
Jun 23 • 59 min
Markets continue to ride high on the liquidity from global central banks. The USD is sinking – a good tailwind for US companies. A gigantic gaffe by Navarro about the trade deal – or was it? New highs for the NASDAQ as investors gobble up stocks Fed…
#510: All In For The Win
Jun 16 • 62 min
Markets getting a lift from some good economic news, combined with news from the Fed. Covid-19 spikes in several states are starting to spook investors, even as buy-the-dip is still alive and well. Petitions to take down statues, change the names of…
#509: A Swing and a Miss
Jun 9 • 60 min
Markets are in a frenzy. Jobs numbers post a surprising gain as economists and analysts are dumbfounded. Retail traders are betting big on bankrupt companies – as free money creates unprecedented moral hazard. Oh, an now – Fake Eggs are coming. Fed…
#508: The Casino Is Open
Jun 2 • 63 min
Nothing appears to be able to stop the bulls from buying every dip. Even when there isn’t a dip, they continue to buy – regardless of headwinds or valuation concerns. Big week for economic data – although that doesn’t seem to matter either… Announcing the…
#507: Socialized Capitalism
May 26 • 62 min
Markets reacting violently to headlines of every vaccine trial. Questioning – is this socialized capitalism? Real Estate over-bidding again and more global stimulus on the way. Fed Limericks are Back! PLUS we are now on Spotify ! See this week’s stock…
#506: More Free Money
May 19 • 62 min
New stimulus and more money to families under discussion. Retail sales drop the most on record and unemployment is approaching historic levels. New evidence that there is massive foreign money coming into U.S. markets YES – Limericks are Back! PLUS we are…
#505: The Fickle Trickle
May 12 • 59 min
The rally Continues – 14.7% Unemployment seems okay considering… Markets are in rally mode as stimulus keeps on trickling down (or is it up?) – until they don’t. YES – Limericks are Back! PLUS we are now on Spotify ! See this week’s stock picks HERE…
#504: The Grand Re-Opening
May 5 • 62 min
The grand-reopening under new (and old) management begins. Markets seem uninterested with the idea that the economy is in a depressed state. Treatments are creating a buzz, hope is in the air that a vaccine/cure will be forthcoming. Inflation on the way?…
#503: Slope of Hope
Apr 28 • 58 min
Oil is once again sliding down that slope of no-hope. Stocks are climbing on earnings hope. States are starting to open on a rolling basis – what is on the other side of this disaster? New rules for the PPP and the real reason that states are pushing to…