DH Unplugged

Earnings season is underway and there have been some big winners and some monstrous losers. GDP slows as does some other important U.S. economic metrics. The VIX hits single digits this week before it pops higher  – a sign that there is too much complacency in the markets? New rules being discussed may lose the much coveted tax deduction on 401k plans.. Much more fun and biz discussions …     See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

Is it possible that this is just one gigantic Robin-Hood Ponzi Scheme? We take a look at one of the biggest companies out there and scary similarities to a typical Ponzi. Earnings are starting to roll in and so far they are looking somewhat weak. But, there is always the upcoming tax reform – oh wait…. maybe not so fast on that thought. Plenty of political tensions but market stays somewhat resilient – plenty more to discuss in this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  

The VIX is moving – closing at the highest levels of 2017 as geopolitical tensions are growing. Between the latest bombings of Syria and the U.S. sending several navy ships to flex our muscle in the Pacific, many are concerned that we are setting up for some near-term ugliness. Will that sentiment blow over as quickly as it came? Tax reform may not take place until the end of the year and earnings season is weighing heavily on the the minds of investors. Plus we look into the crazy United Airlines incident, Apple’s move to design their own chips , Tesla’s crazy valuations and much more.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In a startling admission, Richmond Fed President Jeffery Lacker admits he was the source of the Fed leak in 2012. Will this finally lift the veil and remove any credibility the Fed has with investors? Quarterly numbers are in for markets and now it is time to see if earnings can hold up to expectations. Tesla stock skyrockets after delivery beat – will this sky-high valuation be able to be maintained?   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Political capital lost as the health care bill is pulled before the vote. How will this play out in markets as this has significant ramifications on the potential for tax cuts. The markets are struggling with the idea that some of the planned for fiscal stimulus may be in limbo.  Still – consumer confidence clocks in at the highest rate in months. More on Uber, Google ads and plenty of other fascinating topics to discuss.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Markets are starting to realize that it may not be so easy for all of the promises come to fruition. From a quick reduction in taxes to a repeal and replace of the health care bill. The US Dollar is sinking – even after the Fed hiked rates last week – what is going on? China is causing some angst as banks are failing and the government is now coming in with monetary injections. Plus a look at the latest Apple product updates and some commentary on the Red Phone. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Markets are once again consolidating. The Fed looks as if it is going to hike rates again tomorrow and how will that play? Inflation has been on the rise and while fiscal actions appear to be sparking interest in buying stocks, will the Fed pour cold water on the entire rally? Gold down, oil down and the dollar is holding tight – plenty of items to cover in this episode.   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Investors are in the mood to buy everything (aside from Gold) these days. Bitcoin hits a record, markets are vacillating near the highs and the VIX is once again hovering right around 11. Even with some of the overbought readings – there seems no stopping this rally. There is seemingly nothing to worry about. But is there? A look at the latest technological innovation in our time (think sex) and plenty of newsworthy topics explored in this episode. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

With President Trump unveiling some details on his plan to Congress today- will markets have a sell the news moment? The DJIA marks history with a 12 day advance – not seen since 1987. Correlations are now being drawn to that historic year. and the event on Black Monday. What we are looking at that will move markets and an update on the Weekly Stock Picks. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Seems that upwards of 50% of jobs around the world will be replaced by robotics and automation over the coming decades. Crude inventories are rising as is the price of oil. What is going on? We take a look at the concern over sanctuary cities, market internals, world economics and more. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

There is plenty of excitement about the potential for tax reform. Stocks are showing extraordinary resilience in the face of headwinds and the uptrend continues. According to Goldman Sachs – Trumpthusiasm is running out. But is it really? New highs for markets and the concern that the Fed may become more hawkish is swirling around. Passenger drones, Twitter’s earnings and Playboy’s decision to go back to nudies.  Plenty of items on the list to discuss today and not to forget that we are now streaming LIVE at 9pm with a listener chatroom – every Tuesday. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

There is trouble in the EuroZone and unfortunately, nothing has changed over there. Employment reports continue to provide evidence that the U.S. economy is strong, even as there is some weakness outside of our borders. From what it seems, that is the plan as protectionism is on the rise. Plenty of items on the list to discuss today and not to forget that we are now streaming LIVE at 9pm with a listener chatroom – every Tuesday. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Tweets by President Trump have been causing some market chaos. Traders have been trying to get a handle on the way to best use these to their benefit, but it is not an easy task. Earnings season is now showing a much different outcome than was seen in the first week as many companies are having a difficult time with the high dollar and global market conditions. There is plenty to discuss and we are on the job – bringing you the best in finance and ideas to profit. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

President Trump – plenty of activities already with comments, executive orders and directives. Markets appear confused with all of the back and forth commentary from Twitter and official White House sources. Earnings season is underway and there will be plenty of companies reporting over the next couple of weeks. Alternative Facts have been around for a while withing the world of investing – we name some of the most common. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Markets have been digesting the gains since the election and now waiting to see if President-Elect Trump can implement some of the campaign promises. Tax relief, regulatory reform, employment and GDP growth – what will become a reality and what will remain as hopeful ambitions? Businesses are swooning over Trump and telling him what he wants to hear: Jobs, Jobs, Jobs – But are they saying anything more than they originally planned? A few stock ideas, the results of the 2016 DHUnplugged CTP Cup and more. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter