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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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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CLICK HERE to go at DHUnplugged post

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

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CLICK HERE to go at DHUnplugged post

DHUnplugged #311: The Failure of Kitchen Sink Economics

May 4, 2016

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Key economic leaders in Europe downgraded future growth expectations and lowered their outlook for inflation. This is in the as they have provided record stimulus and gone so far as applying negative rates.kitchensink

China is still slowing and earnings have been so-so at best. Where do we go from here?

In this episode we take a look at some  of the top business news as well as the DHUnplugged take on the media spin. What you should be looking for to make those all important investment decisions and what not to do – plus a few ideas from us to you…


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

CLICK HERE to go at DHUnplugged post

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.


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

CLICK HERE to go at DHUnplugged post

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