Podcast Episodes

DHUnplugged #766: Jackson HOLY!

Episode 766

Jackson HOLY cow what a move….

SOE’s get used to it – We are now China.

Airline consolidation or murder?

Bond yields – Long bond yields up.

PLUS we are now on Spotify and Amazon Music/Podcasts!

Cli…

Published on 10 hours ago

DHUnplugged #765: Money Fishing

Episode 765

Bottom Fishing for bargains.

Consolidation, Digestion – awaiting the next catalyst.

Saudi SWF takes a hit.

The Jackson Hole confab is around the corner.

PLUS we are now on Spotify and Amazon Music/Po…

Published on 1 week ago

DHUnplugged #764: CHINUS Capitalism

Episode 764

China Style Capitalism – CHINUS Capitalism

Some Fed speakers talking 2 cuts now

Fresh set of IPOs entering the market

A NEW Closest to The Pin announcement

PLUS we are now on Spotify and Amazon Music…

Published on 2 weeks ago

DHUnplugged #763: The Bend and Snap

Episode 763

Employment Report – Revisions Gone Wild

But The Dip (Aka The Bend and Snap)

Earnings Season – Plenty of CapX

Boeing making moves  – unions may strike

PLUS we are now on Spotify and Amazon Music/Podca…

Published on 3 weeks ago

DHUnplugged #762: What a Week!

Episode 762

GDP, Earnings and FOMC meeting

Cover Art – Best Ever – Not…

New term – QUISHING

I gotchooo and Say less

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHU…

Published on 4 weeks ago

DHUnplugged #761: Running of The Bulls

Back from Vacation – refreshed?

Fun with Coldplay!

A quick look at how indices and sectors are doing

Sugar in the news….

The REAL running of the bulls – bad things happen

PLUS we are now on Spotify a…

Published on 1 month ago

DHUnplugged #760: Full Court Press

Episode 760

OBBBA written into law!

Big week for Coney Island

The American Party – Musk taking a shot

Amazon Prime Day (Prime Week) happening

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE fo…

Published on 1 month, 2 weeks ago

DHUnplugged #759: MSGA

Episode 759

Month/Quarter ends and everything is just peachy

Banks got some good news – you can’t have a prolonged rally without the financial sector

Bond yields soften a bit as Trump closer to Shadow Fed announ…

Published on 1 month, 3 weeks ago

DHUnplugged #758: Dropping the Hammer

Episode 758

WAR! (or is it?)

Tesla Robotaxi Update

Japan’s rice problem

Drink up! New guidelines coming…

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHUnplugged is…

Published on 2 months ago

DHUnplugged #757: Storm Alert

Episode 757

A parade of pauses

WAR! Middle East at it again

Oracle earnings – wow!

Tesla robotaxi spotted

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHUnplugged i…

Published on 2 months, 1 week ago