DH Unplugged

Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded. Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will see what needs to be addressed. Plus – Facebook insights as well as a surprise backdoor scheme we found related to the banks…   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Trade war on the way? Seem that is the case – even though it is being downplayed. Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets? A look at the Spotify direct listing as well as some of the important items that are moving markets. (Plus a few stock ideas as well) – Opened up at ~ $165/share   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway. Facebook is getting grilled from all sides and the stock is under major pressure. Technical levels are in play as the sell-side continues to harp on the fundamental growth story.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior.  Even so, once Congress gets involved things can get bumpy. A big week for markets as there are plenty of market moving headlines expected. From the potential for a Fed rate hike to the budget spending bill process. We break down the important items to watch and get to the bottom of it all.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

Shakeups at the White House – inflation concerns wane. Plenty of market moving action this week. Tariffs have been put in place, but at a much more gentle level than was first expected. Jeff Bezos is taking over the world and his net worth proves it. Market insights and stock picks too – all in this busy episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not. The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price inflation, new technology innovations and the outlook for markets. There is also a new Closest to The Pin to be announced and the winner of the most recent contest.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

An impressive reversal over the past couple of weeks as investors believe that the recent drop was too far, too fast. The Fed looks to provide some insight into their rate hike path as we decipher the recent testimony from Jay Powell. Plus – tech news, Channeling Market Predictions and our outlook and insights.397   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

A big rebound after a quick market correction. What does the future hold from here? Several potential outcomes are discussed. Walmart disappoints and drops to key technical support – but some think there is a silver lining to the story. Plus, an update on the Austin trip, news of a chicken outage and of course, Fed Limericks.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

This seems to be the market’s version of a wardrobe malfunction. Some are blaming the recent slide on rates and others are simply saying it was overdue. We get into some of the reasons not being discussed. Plenty of listener limericks, market updates and insights. Plus, what really happened with the VIX last week? A new Closest to The Pin is going to be officially announced as well. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

There has been a meaningful change in sentiment – selling has picked up and profits some profits have been disgorged. From an overbought condition to severely oversold in just a matter of days. Is this the end of the bull run or simply a bump in the road? What areas are best to consider and which to stay away from? All these will be topics of focus on this edition of DHUnplugged.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

Bond yields have hit their highest levels since 2014. With easy money part of the explanation why stock valuations are stretched – will this cause some panic in the street? Big downside moves for markets all of a sudden that has the VIX hitting multi-month highs. Earnings season is playing out well so far and this week we will see 20% of the S&P 500 companies report. Some big names may help the markets in the next leg of a move.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Government Shutdown – for a few days. Earnings season is moving along and nothing seems to be able to stop this market from going higher. M&A activity in the biotech space starts the week off with a surge and economic conditions have been upgraded for most developed countries around the world. Analysts are upgrading stocks prices at a healthy pace to keep up with markets.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Do Markets want to go higher? Investors are happy to keep buying and buying. Nut, how high can we go? Starting to hear comments like TTM – To The Moon makes us wonder if euphoria has taken over and logic has been all but scrapped. Cryptos crash, crude surges, economic conditions strengthen and earnings season is underway… Just a few of the topics up for discussion in this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

What was thought a short-term anomaly has turned into a crazed trend. Just say the word blockchain and stocks move straight up. Markets continue making new highs and start the new year with a bang. Analysts are scrambling to upgrade price targets. Apple is being sued by the French government under the Planned Obsolescence laws and we take a look at some of the news out of CES 2018. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Out with 2017 and in with a brand new year. Will it be a repeat of the last twelve months or not? Now that most of the exciting news and catalysts are known, what will market participants look for to keep the bull going forward? Plus, the winner of the DH CTP Cup, a dissection of the important business news and more. Starting the year right with a healthy dose of Dvorak and Horowitz – Unplugged! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter