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DHUnplugged Podcast - DHUnplugged #748: Who’s to Blame?


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If this wasn’t idiotic it would be funny

President Miyagi at it again – Tariff on – Tariff Off

Winning – We are Winning so much. Too much winning!

Earnings season rolls on

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 Warm-Up

- If this wasn't idiotic it would be funny
- President Miyagi at it again - Tariff on - Tariff Off
- Winning - We are Winning so much. Too much winning!
- Earnings season rolls on
- Need a new CTP stock

Markets

- Key Reversal Indicator - 1st Green cluster bottom on Monday and Tuesday - Called the near-term bottom
- Stock markets slammed
- President Trump discussing stocks
- Economic Pissing Match - Even more tariffs, or bluffs
- VIX HITS 60 back UNDER 30

ANNOUNCING - One Time Competition - Put Lyrics to Music - The Tariff Blues (DHUnplugged Shirt and Song Play)

Nice end to the week!

- Markets gave some hope to the idea that more exceptions were coming
- Across the board, markets gained for the week in highly volatile trade
- Last week and the week before saw extreme movements
- Bond yields (10 yr) swung between 3.7% and 4.5% (add that to historic records)
- At one point equity futures were swinging 1% every 10 minutes in average during height of volatility

Wild Ride

VIX

- Moving lower as things settle down a bit
- This is something that everyone should understand - VIX does not stay elevated forever...
- VIX moves lower as shocks expire
- Great tool for risk management and trading during w

...more
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NAFamBy Dame Jenn