DHUnplugged #310: Is Apple (AAPL) Turning Into an IBM?

April 27, 2016

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Not so great of a start for tech earnings. Apple (AAPL) is not keeping up with analyst’s expectations and shares are seeing a sharp move lower. Twitter (TWTR) also reports and disappoints as do other major names. Is this a trend or just a few hiccups?sourapples

Oil is climbing on speculation that inventory levels will finally start to drop – but is this something that is more of a pipe dream? Plenty of news and commentary on markets and other business news of interest.


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See this week’s stock picks HERE

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DHUnplugged #309: Deal or No Deal

April 20, 2016

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No DEAL! Nothing was done at the bu Opec/Non-Opec gathering over the weekend, but oil continues to rise. dond

Earnings are starting to come in and so far there is nothing to get too excited about. Banks are beating estimates, but bad loans are growing and volumes of equity trading and fixed income are plummeting.


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See this week’s stock picks HERE

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DHUnplugged #308: Chatbots – Your New Best Friend

April 13, 2016

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Earnings will be in the spotlight as the season has officially opened. It is time to find out if the fundamentals match the technical conditions.chatbots

Chatbots are the all the rage – Microsoft’s failure and Facebook’s foray are on the list of topics we discuss.

Crude surges as inventories see the biggest drawdown for 2016 and rumors are floating about regarding the potential for a production freeze by Russia and Saudi Arabia.


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See this week’s stock picks HERE

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DHUnplugged # 307: The Soft Dove Does it Again!

March 30, 2016

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Another day, another speech. This time from Chairman Yellen who now says that inflation readings are transitory and the Fed has more scope for further accommodative actions. In other words : MORE STIMULUS as their outlook is looking wrong again. So, if at first (or second, third etc) you don’t succeed, try try again.yellen1

Whether or not markets continue to hold on to the notion that a carrot dangle will magically propel the economy is uncertain, but what other choices are there?

GDP revisions, employment report on the horizon and plenty of news you need to know…. All packed into this episode.


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See this week’s stock picks HERE

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DHUnplugged #306: The Blackout Looms Large

March 23, 2016

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As earnings season approaches, companies will be in their blackout periods, unable to buy their stocks through certain repurchase plans. Without that added liquidity, what will result?blackout

U.S. markets are flirting with unchanged for the year as the massive rally  over the past few weeks has pushed valuations back into the danger zone, but with central banks showing more desire to stimulate, it may not matter… or will it?

Just last week, the Fed sent a confusing message to markets, now we are “only” to expect 2 rate hikes this year – so much for following the economic indicators.

All this and the winners of the latest Closest to the Pin…..


Click HERE for Show Notes and Links

See this week’s stock picks HERE

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