DHUnplugged #264: Planes, Trains, Ships and Groping

April 15, 2015

Listen Now :
Play


Markets are now in the throws of earnings season with some interesting news out of companies. Will investors notice that revenues are slipping and earnings are falling?

What is with all of the odd stories in the transportation industry? We cover some that you will not believe.

tsagroping

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

TDI Podcast: Trading Oil and Stimulus Bets (#408)

April 12, 2015

In this episode we explore some of the trading opportunities in oil as well as how stimulus is providing some amazing liquidity which has pumped markets around the world.

Read more

Play

TDI Podcast: Das on Greek Mythology (#407)

April 5, 2015

Guest: Satyajit Das is one of the listener’s favorites as he doesn’t hold back much and gives us insights not found elsewhere. This episode is no different as he explains some of the far reaching implications of the Greek exit – or not. Who will suffer and who will benefit?

Read more

Play

DHUnplugged #262: Sell In May Keep Saint Gurmeet Ram Rahim Singh Ji Insan Away

April 1, 2015

Listen Now :
Play


What is in a name? What is in a headline? We take a look at the quarter that was and what we could be.

India’s pop star singing his hit song “Love Charger” may be a reason to take a second look at stocks – this may note the high and looming correction.

lc

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter


TDI Podcast: The Asymmetry of Idiots (#406)

March 29, 2015

In this episode we discuss that the pace of first-quarter profit warnings from S&P 500 companies is running slightly ahead of the pace of set at the same time a year ago, and well ahead of the five-year average, according to data provided by FactSet.

We also spend some time deconstructing the media’s idea that oil pricing helps stocks while the higher dollar hurts, but only on a transitory basis. Asymmetry my  &*%% – Absolute nonsense! Read more

Play

Next Page »

false

Play