DH Unplugged

It was a year for the record books. Plenty of money to be made by just letting the markets do their thing. What is shaping up for 2018? Bonuses paid to employees after the tax bill passed may help to push up wage growth and force the Fed’s hand. News on tepid demand for the iPhone X sinks Apple’s stock. Plus highlights of 2017 and a look at what may be in store for the year ahead.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The end of year is around the corner and there is a buyer’s stampede to the finish. With the Tax Report Bill destined to pass and the Fed remaining dovish, markets have been riding higher. The Fed keeps on telling us that there is no inflation – but what are others seeing? We get to the bottom of this. Listener’s “Fed Limericks” and more…   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

Money is flowing into most asset classes at a breakneck pace. Markets are hitting new highs as investors look for the next catalyst to improve corporate profits. The Fed is about to conclude its two day meeting with a rate decision – investors are cheering the move (whatever it is going to be). Bitcoin at new highs as futures begin trading for the Cryptocurrency – will it hit $25,000 by the end of the year?   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

The Senate passes their version of the tax bill -will a few unforeseen last minute entries. Markets are happy, then not-so after investors dig into the results. DJIA plunges 350 points on Friday after learning that Michael Flynn will be cooperating with the FBI – and subsequently recovers most of the losses. Going into year end – plenty of action awaits – as well as a good deal of algo generated rotation. Plus – Fed Limericks! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

All news leads to Bitcoin. As the cryptocurrency flies toward the $10k mark, many are asking how high can this go? North Korea is at it again, launching an ICBM into the Sea of Japan. Markets are unfaszd. Amazon has taken over the world and that has Jeff Bezos now worth over $100 billion. An impressive start to the holiday shopping season for Amazon. Uber and Tesla are also making new – we get to the bottom of all of this and more… Plus – Fed Limericks! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

Junk bonds are starting to roll over, Treasury spreads are tightening and the yield curve is flattening. Is the bond market trying to tell us something? A preliminary razor/shave report and updates on markets, the tax plan, China’s economics and world events. Plus the latest on the GE Closest to the Pin and more…   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

The Middle East is seeing some interesting activity as Saudi Arabia is purging many royal and government officials. More domestic terror attacks than ever before and the frequency is alarming. Economic reports, tax reform and stocks to watch – all discussed in this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

So much for the worry about October. Markets have no worries as economic and earnings report paint a rather pretty picture. Tech leads the way over the last week and the appointment of the next Fed Chair is upon us. Plenty of news to digest along with the latest updates – and a few stock picks to boot!   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

It is the heart of earnings season and markets seem to like what they see. Plenty of good news from companies – some bad. More stimulus to come from Japan?  A new Fed chief on the way? Plus – a look into John’s bag of goodies from Trader Joe’s!   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

Markets continue to grind higher as if it is a one way trade. Earnings season is underway and this week starts the onslaught of reports over the next month. So far, so good. Apps may be the next political candidates to hit the trail and we are close to knowing who will b the next Fed chair.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

Listener Kevin asks us about an emerging market that is off the charts. Employment reports show a massive drop in September. Tesla is looking to get into the gas powered car market an earnings season is right around the corner. Just a few of the topics we dive into this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

Listener Kevin asks us about an emerging market that is off the charts. Employment reports show a massive drop in September. Tesla is looking to get into the gas powered car market an earnings season is right around the corner. Just a few of the topics we dive into this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter    

Small-cap stocks are on fire after the Trump tax reform plan framework is announced. The economy is moving ahead nicely and the Fed still is on hold. Jobs numbers to be released Friday and market participants are looking forward to another strong report. A look at commodity returns, the latest scams and more.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

No storms provided by nature this week – however there are many to be found in markets. Mega-cap name get pounded on valuation concerns while small-caps stage a stealth rally to all time highs. The healthcare bill appears all but dead in the water but there has been a flurry of Twitter activity regarding North Korea and NFL kneeling. The Fed is on the move again – this time behind the scenes with an attempt to unwind their massive asset pile. Volatility is once again removed from markets as a one-day downstroke is bought – plus plenty of current events to discuss in this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

Data beach of epic proportions. Apple’s new phone lineup, markets continue to rally. We discuss the impacts of the Hurricanes plus crypto-currencies getting whacked after some comments from banksters. Of course we cover all of the latest news and market information See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter