DH Unplugged

From never going to stop – to let’s get busy. Yields plummet, oil sub-$100 and recession calls are everywhere. A great island story and much more. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Big slowdown in prices of base metals and ags. Not inflationary – more like deflationary. An update on MonkeyPox, China, Oil and John McAfee. The ever exciting G7 meeting – what actually got done anyway? PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Stocks blasted, then loved. Markets have no memory. Car loans 6, 7 years? Fear is palpable. What happens when everyone is on one side of the ship? PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Floating a 75bps hike – late Monday that is what the Fed is doing in hopes of moving faster to just pull the band-aid off. Crypto collapse – bad things happening in the space this week. Mortgage applications drop off a cliff as the Fed is expected to pump up the volume… PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Target reports more problems – but market take it as a massive deflationary happening. June is expected to be an “up” month – breaking the string in 2022. Musk, Dimon and others are panicking – should we stay or should we go? PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

What a week – markets on fire! Inflation is everywhere – but the latest retail reports show a deflationary trend. Economic realty – the Fed’s communication strategy is working – maybe too well. Russia fighting back on the economic front – what that could mean to foreign investment in the future. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

What are they thinking? Drying up liquidity into a time of war, pandemic and a slowing economic backdrop – dumb. Markets worried that the latest pre-announcement are more than isolated. Retail-apocalypse. A coupe of limericks… PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

TwitDrama is still going strong. Oil prices are back up and this is cause for some concern. Massive rebound in small-cap tech, still needing of stabilization before investors willing to trust this market condition. Bernanke in an unusual twist…. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

He went too far – TOO FAR! Europe abandons its plans – oil recoils. Twitter drama continues… PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Fed decision imminent. Global slowdown – is now the time to cool the rate hike discussion a bit? It is the worst start of a year since….. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Interesting development with rates – first time in a very long time this happened. YUAN moving – big change of trend Big news from GM – or is it? Stocks slump, bonds up – correlations normalize for once. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Housing numbers rolling over. Survey says: Bears overtaking Bulls by a wide margin. Turnaround Tuesday is intact. IMF is downgrading global growth. Announcing a new Closest to The Pin PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

A week off and so much to catch up on. Need to know more about John’s bday bash. Inflation much – yup we have a large segment to review – CPI and PPI out this week. New from the Mile-High-Club and Elon’s latest craziness. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Markets getting a kick out of Biden’s lean in and walk back. Will Smith – what was that? Yields invert – 10Year hits 2.5% Oil crumbles on the China lockdowns – everything is backasswards. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

One of the best week’s since…. Markets continue in rally/rip mode as “hope” that Ukraine beats Russia. China stimulus hopes propel tech shares to the moon PLUS we are now on Spotify and Amazon Music/Podcasts!   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter