Dh Unplugged

Informações:

Sinopse

Dvorak and Horowitz Unplugged Podcast

Episódios

  • DHUnplugged #679: Rally Santa Rally!

    29/11/2023 Duração: 01h03min

    Heading toward the barn - traders looking for Santa to come though for December November was a pretty spectacular month for stocks... Oil - OPEC+ making some moves - crude prices diving. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Announcing the Winner - CROC's and Entries for the CTP Cup 2023 - Thanksgiving is over - heading into the end of the year and investors appear excited - More strikes on  the horizon - Black Friday numbers are in - surprise - no surprise| - Temporary Cease Fire - Extended a few days - A Limerick Market Update - Short week - great month.... Best month in 2023 for most indices - AI got its grove back - Microsoft saved the day ! - -  VIX hits low since the pandemic -  KRI indicator +4 and holding with several cluster

  • DHUnplugged #678: Manufactroversy

    22/11/2023 Duração: 59min

    AI technology in the hot seat. Apple gives in to pressure on messaging Short week - plenty of action. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - CROCs CTP is almost over - 4 days until end... Then December starts the CTP CUP 2024! - - Back from an RCL cruise- my, have things  changed -  Market starting to overheat (KRI +5) - End of Year - Santa Claus Rally - on schedule - PSI - Markets Closed Thursday and after 1pm Friday - Big doings in Crypto World - Pied Pipers (Binance now in hot water) Market Update - WEIRD Action - in the AI Space - Fire, Quit, Oust and then Hire - USD continues to fall - VIX has a 13 handle - BIG news - NVDA earnings What in the? - Sam Altman pushed out over the weekend.... --- Hair on FIRE in Silicon Valley - - W

  • DHUnplugged #678: Shut-Up Shut-Down

    15/11/2023 Duração: 57min

    Only days until money runs out - will the government shot-down? Markets on the herky-jerky, thanks to the Fed and Mr. Powell. Major retail earnings out this week - winners and losers. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - 4-days until shut- down / anyone  care? (Shut up about shut-down already - Moody's angry - Moves US rating outlook - Croc's CTP Still Open of Entries| - Thanksgiving - What are we doing - menu items! - BOOM!  CPI dips a bit ad market RAMP (KRE up 7% IWM up 5%+) Market Update - Herky Jerky - Thanks to Fed - Big names continue to push up index values - KRI +2 Slight Overheating - Retailers earnings this week, Walmart, Target Etc -- Consumers in the spotlight Moody's - Moody's on Friday changed the outlook on the gove

  • DHUnplugged #676: DCB or BMR?

    08/11/2023 Duração: 57min

    Markets on fire - is it for real? Announcing a new Closest to the Pin! Household debt update - market thoughts and more... PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Following up on last week's data deluge - Wondering - was it a DCB or a BMR (Dead Cat Bounce - Bull Market Rally) - WeWork is now WeBroke - 70 hour workweek? - GUILTY -Another Shutdown countdown Market Update - Household Debt reaches milestone - South Korea "leveling the playing field" - Best week of 2023 - Apple Earnings (Does anyone care?) - Microsoft - Big Move Headline - U.S. stocks rose on Tuesday, with the S&P 500 and Nasdaq on track for their longest streak of gains in two years, as a retreat in U.S. Treasury yields buoyed megacap growth stocks and investors sought mo

  • DHUnplugged #675: Data Deluge

    01/11/2023 Duração: 01h01min

    Apple earnings are this week, along with a Fed rate decision, Treasury supply and  the Employment report. A deluge of data over the next few days. War time markets - skittish and on edge. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - End of Earnings Season - Droop - Big Week - Treasury $, Apple Earnings, Fed Rate Decision and BLS Employment - All of a sudden - export bans may hurt chip companies (after denying any material impact) -Big prediction on oil prices (but market thinks otherwise) ------ Oil signalling less concern - EV's all of a sudden a cold shoulder Market Update - Apple News - Weird time of day (8pm Monday) - Biden AI Executive Order - May hit some stocks - Strikes just about over in Car Country - big costs - Data deluge this

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