DHUnplugged #314: FedWinds In Time for Summer

May 25, 2016

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Greek debt write-downs will wait until at least 2018 says Germany. Retail sales in the U.S. are still feeling the pain as the latest report from Best Buy (BBY) shows a rather miserable outlook ahead.summermarkets

Volumes are slowing into the summer and M&A rumors as well as upgrades by Sell-side should be in full swing. Markets choppy, one day up and one day down. The cycle could play out for the foreseeable future.

A smattering of interesting news that may move markets and a few stock picks in this episode.


Click HERE for Show Notes and Links

See this week’s stock picks HERE

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TDI Podcast: A Frank Talk With Curzio (#464)

May 22, 2016

Guest, Frank Curzio and Andrew discuss some of the important areas that you need to know about over the next few months. We also take a look back at some of Frank’s recent market calls and review how he did – not to be missed! Hear what Frank has got to about about Nike (NKE)!

Oil, Apple, retail, gold and much more are explored in this episode.

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DHUnplugged #313: Mr. Inflation is Showing Signs of Life

May 18, 2016

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OIL on the move, inflation ticking up and GDP is flat. Stocks are still range-bound with erratic day-to-day moves. There is some talk that inflationDHJapan’s Abe is going to move back the sales tax increase and plenty of central bank gibberish about rate hikes and live meetings.

Coming up this week we are looking forward to plenty of earnings news from some of the key discount retailers as well as minutes from the latest Fed meeting. Watching for further signs that more stimulus is on the way!


Click HERE for Show Notes and Links

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

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TDI Podcast: To Catch a Falling Knife (#463)

May 15, 2016

The verdict is in on the big-box retail companies – and it is not looking good. The big question is as to whether this is isolated to the old-line type of retail establishments or if it is more an issue of consumer trends.

Several stocks in the material sector have given back a good bit of gains – we wonder if it is time to get back in on the long side or stay away. Plus a falling knife that may have some bounce potential.

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DHUnplugged #312: Battle of The Old Codger Vs. The Millennial

May 11, 2016

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Wildfires in Canada disrupting oil production is helping to move oil prices – is this finally the bottom for crude or just a false move that will resolve lower?dh_oldvsyoung

China has mixed economic data, but markets like that inflation saw stabilization.

A slew of earnings from the big-box retailers are on the way… What will that tell us about the state of the U.S. consumer?

Plenty of fun facts and inside the news discussions in this episode along with some insight on the egregious pay for some hedge fund managers.


Click HERE for Show Notes and Links

See this week’s stock picks HERE

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

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