DHUnplugged #326: Mayo’s Slippery Slope

August 24, 2016

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OPEC is at it again – trying to rescue the price of oil by scare tactics and promises of “potential” production freeze. slippery slopeUnfortunately, while the Saudi oil minister says one thing, IRAQ and IRAN say another.

New home sales in the U.S .are on on fire as interest rates are near record lows. Meanwhile the housing market in London appears to be imploding.

Friday brings another round of Fed talk with Janey Yellen headlining at the Jackson Hole economic confab. Is there any reason to believe that she will be the slight bit hawkish?


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DHUnplugged #325 – Don’t Raise the Bridge, Lower The River

August 17, 2016

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Now that central banks are starting to get the point that more of the same is not working, they are looking to change their targets.raisebridge

Markets slip from all-time highs as China and U.S. economic data softens.

Inflation tame, GDP slow, just another day at the eco-office.

Many of the well-known hedge funds are dumping Apple (AAPL) while Buffett’s Berkshire Hathaway is buying.


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DHUnplugged #324: The 3-Day Workweek

August 10, 2016

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Employment numbers keep on showing signs of a strong economy. On the other hand, productivity showed a massive drop.3ball

Market continue to creep higher – even in light of valuations and headwinds as the search for yield continues.

Olympic update! What is the deal with advertisers dropping Facebook? And much more …


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DHUnplugged # 323: Welcome To Zikami

August 3, 2016

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Stocks are reaching levels that may not be sustainable. With European stress tests under scrutiny, banks within the region are getting hit hard while Greek banks have been upgraded from selective default. 2016-08-02_13-50-49

The CDC is now warning people to stay away from Miami as the Zika virus has been showing up more frequently – specifically in the town of Wynmoor in Miami.

Where else can you hear a discussion about Whale poop?


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DHUnplugged #322: Earnings Deluge

July 27, 2016

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Investors are waiting for the Fed to help prop up markets as over 200 companies are scheduled to report earnings this week.dh07262016

While 68% of companies are beating earnings, not so much discussion about the currency tailwind they are seeing. What happened to transparency?

The RNC and DNC have some great scandals on their hands – if nothing else makes for some very entertaining times. Much more and plenty of ideas to chew on in this episode.


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See this week’s stock picks HERE

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