DH Unplugged

The Biggest Story of the year – The McRib lawsuit.

Next of course we have to discuss the election.

For good measure let’ dive into the AI and Semi meltdown

A couple of important announcementsas well.

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AI leaves the building.

Five days at the podium – that is it?

Tesla finally takes flight…

$500 toothbrush can’t handle water.

LESSON – DO NOT MIX YOUR POLITICS WITH MARKETS

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Andrew had the flu. Markets had their own fever.

Earnings ahead. Credit cracking. Have yields peaked?

Oil’s shipping bill explodes. Gold standard chatter returns.

Be nice to your AI. It may bite back.

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Howie Mandel Negotiations with Iran….Deal or No Deal?

Robot Soldiers – new and exciting.

30-Year Bond Mayhem and gullible markets.

So much economic news coming up – let’s dig in.

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Maybe people are just unhappy – says Goldman.

Counterfactualzzzz – that is why bonds are still up.

Are we getting $5,000?

Bitcoin is running again.

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It’s the end of the world and we know it…

CPI numbers – HOT – Markets think hit a top – or just options Friday?

Sell Rosh Hashana and Buy Yom Kippur?

Plenty of AI

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I am the House! Bessent on Yen and other matters (he has inside information).

Straight of Hormuz – There is no movement people.

CPI coming Friday – many say ultimate Fed test.

Gen-Z Dumps the bubbles.

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September – here we are and the volatility starts.

Bear Invasions – is this something we should pay attention to?

Target is in the hotseat, Good-Good too.

Bombing Iran again.

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Things are getting weird – looks like someone is panicking.
The Dumber side of finance – let’s dig in.

A big week ahead – major earnings could move markets.

– Gold, Bitcoin moving on a lower USD.
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Oil Reserves taking a hit.

Finally getting to the recent high profile earnings.

Market Top Calls (again).

ALL TIME HIGHS – Then some consolidation (then highs again).

Situational Awareness Update.

SpaceX Bounces…

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NEW HIGHS!!! Shaking off the bad stuff.

In the midst of earnings season – peak was last week.

Let’s Look at the Fear and Greed Index.

Unemployment numbers are out (Something for everyone)

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– OOFAH – Microsoft, Apple and Amazon earnings and stock moves.

– Hackathon disguised.

– KOSPI wild ride wrecks portfolios.

– Oil moved up on War – now no War again…

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Saying goodbye to JCD.

Andrew’s Tribute.

Growing up Dvorak with JC.

Plenty of financial news to discuss.

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SpaceX  – Price almost $135 – full retracement.

Earnings season in on –  here we go!

Inflation – choppy.

War back on! Straits Open? Or?

New Diet? CYCLOSPORIASIS

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Starting off July on a Wobble

SpaceX added to NAZ100

Oil prices drifting lower – Gas at the pump?

JOBS Number – Odd Move

Saylor is selling Bitcoin!

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Happy 250th!

The bulls are bubbling up!

Yentervention – it is a thing.

Labor market predictions.

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Announcing the CTP for SpaceX.

MahJong Craze gone wild.

Goodbye to Alan Greenspan – The Maestro.

Have you seen RAM prices?

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Let’s Make a Deal!

News Dominated by … SpaceX

This week – Fed rate Decision

Need a new CTP (SPACEX?)

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Another good month – investors are giddy.

Oil – CRITICALLY LOW inventory (Inside Baseball).

Fed governor admits inflation is hard to control.

A major name says they are reducing stocks – but are they really?

Announcing the Winner of the CTP for Salesforce (CRM).

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Oil Drops – Still highest cost for Memorial Day in years

Consumer Sentiment Drops again

New Fertilizer coming – Kinda Soilent Green vibe

Everyone is talking about SpaceX

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– Happy Memorial Day

– A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir.

– The new transient inflation.

– Another BOARD? These guys like to make exclusive clubs…

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A torn Meniscus – that is what they say… now what?

The beginning of UBI as a response from the AI boom?

Black in packaging – byproduct of war

Markets – – Up up and away!
– New inflation data is in…
– The Circular Economy – Great chart….
– Some inflation facts

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Good overall earnings season – still going strong

Economic reports show a mixed picture – but still good enough

Semi-annual earnings report option gaining steam

Saying goodbye to Spirit Airlines

Markets

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