DHUnplugged #306: The Blackout Looms Large

March 23, 2016

Listen Now :
Play


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

Follow John C. Dvorak on Twitter

Follow Andrew Horowitz on Twitter

DHUnplugged #305: From Unicorn to UniCorpse

March 16, 2016

Listen Now :
Play


It has been a busy couple of weeks while DHunplugged was on a short vacation. Markets rally, oil climbs and central banks are getting more aggressive.unicorpse

China is still in terrible shape, but investors are still looking for more stimulative actions to come to the rescue.

It will be a big week upcoming with a busy economic calendar and the Fed’s rate decision on Wednesday…

And.. What is with the Unicorns? Write-downs happening quickly as there is a sense that valuations are way to rich for many of these names.


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

DHUnplugged #304: An Infestation of Raccoons and Bears

February 24, 2016

Listen Now :
Play


The debate over the effectiveness of central bank actions is raging on. Once an investor’s best friend, confidence is waning and markets are reacting. Following the best week of 2016, equities are once again seeing weakness as oil falls on OPEC comments.meancoon

The bearish position is strengthening, but should this be a sign to start to nibble again on stocks? Is this a contrary indication or something that we should heed?


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

DHUnplugged #303: Waiting on China’s Left Hook

February 17, 2016

Listen Now :
Play


Oil soars on news that there will be a production cut, then sours after the announcement of a production freeze. Waiting on the “left-hook” devaluation from China after they pledged to keep the Yuan strong.dh_lefthookb

Draghi promises the world that more stimulus is on tap and Japan continues to believe that negative rates are the answer to their economic woes. Meanwhile, there is some chatter that the Presidential candidates are the reason that markets have been in a downward spiral. More on this and other important topics.


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

DHUnplugged #302: Take a Ride on the Titanic II?

February 10, 2016

Listen Now :
Play


CDS – Credit Defaults Swaps blowing out in Europe as negative deposit rates are having a terrible impact. Tech stocks blowing up as earnings and outlook are really concerning investors.titanic

Oil continues to get hammered and now below $30 per barrel – even with the rumors flying around that there will be a special/emergency meeting with OPEC/Non-OPEC countries in an effort to stabilize prices.

Japan market crumble, bond yields are dropping and all eyes are on the Fed’s next move. Listen in as we dive deep into the real news that matters most for investors.


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

« Previous PageNext Page »

Listen Now :
Play


false