Dh Unplugged

August ends on the high side - (like July) and then gets knocked down hard (like August) and then Rips higher on Monday (like August) Rate cut bets are in place Market very skittish - September not the best month on average VIX hits 25 last week 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 DONATIONS ? Warm Up - Another Rough Start to the month - Apple Event - market was - Last episode - ETF and Funds Education - lots of great comments on that! - DEBATE TIME - right in the middle of our show! Someone needs to look at our schedule Market Update - August ends on the high side - (like July) and then gets knocked down hard (like August) and then Rips higher on Monday (like August) - Rate cut bets are in place - Market very skittish - September not the be

A show dedicated to the many questions of our listeners. We focus on ETFs and Mutual Funds, contrasting and comparing the differences. Financial Literacy is not just one month a year! 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 Talking Financial Literacy We are going to discuss details of what an ETF is and the differences from those investment vehicles and mutual funds. ETFs are investment funds that trade on stock exchanges, holding a diversified portfolio. ETFs offer instant diversification by allowing investors to buy a small slice of a variety of assets. ETFs trade like stocks, with prices fluctuating throughout the trading day. Popular for their diversification, lower costs, trading flexibility, and tax efficiency. Types of ETFs incl

Path Change - Once the air clears, how will markets react? Cracking down on excessive "junk" fees Cracking down on Unfree Speech? Jackson Hole - big update about "The Path" 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 DONATIONS ? Warm Up -Cracking down on excessive "junk" fees - Cracking down on Unfree Speech? - Jackson Hole - big update about "The Path" - Intel is nervous Market Update - Lower End Consumers Fueling Spend - Big news this week - NVDA earnings - Rotation ? Consumers are still spending (Discounters loving it!) - Taxing Unrealized Gains? Political rhetoric - Taxing Unrealized gains - questions coming in --- Realize this is for the ultra-rich and the potential to get this passed is not high - BUT - Harris campaign wants to see about hig

Jackson Hole ECO Confab (this week) Live Nation is in trouble Icahn get a slap on the wrist Gold - ripping - where to next? 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 DONATIONS ? Warm Up - Jackson Hole ECO Confab (this week) - Live Nation is in trouble - Icahn get a slap on the wrist - Gold - ripping - where to next? - Price Controls - 3rd Rail? Market Update - Nearing all-time highs again - Buy the Dips! - Yields under 4% on 10-Year - Yen still in control - Back to Overbought again - still thinking not out of the woods - Lowe's and Home Depot Outlook - POOR (But stocks are up) Jackson Hole - Aristocrats line up to speak - Big doings as often a platform for Fed and other central bankers to make policy adjustments - Powell scheduled to speak at 10

Cut taxes on SS and Tips? President decides rates? China - inflation ticking up YEN volatility - NOT OVER 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 DONATIONS ? Warm Up - Cut taxes on SS and Tips? - President decides rates? - China - inflation ticking up - YEN volatility - NOT OVER - Announcing the WINNER for the UNH CTP Market Update - CRISIS AVERTED - August doldrums - but big week of Eco Data - Market Punishing earnings misses - more than usual - Same old  = going back to the Mega-Cap trade while pulling other sectors down - PPI out - changing direction Crisis Averted - Monday (last) Yen plunge then pick up - Come on - Japan markets fell 12% then rallied 10%  - intervention anyone? --- Clearly there is an invisible hand at work here ---- Plus J

Japan stocks PLUNGE! Tech stocks in correction - nearing bear market. What does the crystal ball tell us? Where is the PPP? 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 DONATIONS ? Warm Up - OMG - Did you see that? - Fear - blood in the streets - Looking for someone to blame for the selloff - Boeing news....Finally Market Update - RISK off - all risk assets (aside from bonds) down in August - Bitcoin - CRUSHED - as with other cryptos - so much for safe-haven - 13:1 Day Decliners to Advancers (that is pretty significant. - Records broken - Worst day in 50 years for one stock Where is the PPP? - Now we are hearing about an emergency cut - looking for a 0.75% cut (Jeremy Seigel) - Investors looking for a save - Plunge Protection Team!!!!!!!!!!!!!! - Se

New Study - Power and AI Apple releases new AI (first version) Bitcoin - Not Buying the Electoral Rhetoric Correction territory for many tech names 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 DONATIONS ? Warm Up - NEW CTP ANNOUNCED! - Jailtime? Short Seller targeted - The EXCITING Summer Olympics - Last vote - never again! Market Update - New Study - Power and AI - Apple releases new AI (first version) - Bitcoin - Not Buying the Electoral Rhetoric - Correction territory for many of the tech names.... - Microsoft Earnings... Crowdstrike Glitch - 2nd shoe is dropping - Lawsuits are on the way - hitting Crowdstrike and Microsoft - Several announced this week..... - CRWD still falling - Down 40% since before the "glitch"   Microsoft - Reports Q4 (Ju

DJIA - FAILED - worst week in ages Huge Failure of tech - Crowdstrike getting skewered (Down ~ 30% since incident) Dangerous market - running on emotions Tesla Earnings are out... 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 Chatroom still a work in progress it appears Warm Up - Politics Goes off the rails - Biden out (Failed) - Huge Failure of tech - Crowdstrike getting skewered (Down ~ 30% since incident) - Dangerous market - running on emotions Market Update - DJIA - FAILED - worst week in ages - massive losses as UNH fails to keep up (accounted for 500+ points of that big rally in July) - Market broadened out finally - then the mega-caps started to come in and market was crushed - - Tesla Earnings are out - other tech names too Need a new CTP

Market Rotation continues - "Trump" stocks got boost after weekend (Biden stocks took a hit) Risk On - Risk Off is the play (Fundamentals are not being  considered at the moment) KRI Indicator - Doing something not done since June 2020 Earnings growth expected to continue.... 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 Chatroom should be back up and running.... Warm Up - Assassination Attempts = Market Positive (for US Markets ONLY) - ALL TIME HIGHS ACROSS THE BOARD - SMALL CAPS ON A BENDER - Disinflation OUT - Deflation IN - College athletes - Min Wage? Market Update - Market Rotation continues - "Trump" stocks got boost after weekend (Biden stocks took a hit) - Risk On - Risk Off is the play (Fundamentals are not being  considered at the moment)

Shark Week (Market Style) - Whale Gorging - Big Teeth - Big Appetites Earnings season coming up Biden staying in the race (for now) Complacency nearing a tipping point. 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 - Shark Week - Whale Gorging - Big Teeth - Big Appetites - Earnings season coming up - Biden staying in the race - Market Moves - the inside track - NEW - ALL ABOUT BIDEN ISSSUES Market Update - Big Swings - Massive Rotation - Employment Report for June - Market Moves - the inside track - Big Box - down to a few Fed First - Fed Chairman Jerome Powell Q&A with Senate Banking Committee: The "likely next direction" of policy will be a loosening of policy; rate hike not likely Employment Reports - Private payroll growth edged lower in

Let them eat tech! Meme stock mania may be dying down Short week - July 3rd 1/2 day, July 4 - closed - July 5? How About those Florida Panthers? 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 - Let them eat tech! - Meme stock mania may be dying down - Short week - July 3rd 1/2 day, July 4 - closed - July 5? - How About those Florida Panthers? Market Update - Heavily weighted toward 10 stocks - breath sucks - Seeing slowdown in consumer confidence and holding steady on most economic reports - Some concerns mounting about Russia - Stress Tests - Anyone Surprised? Russia Issues - NATO wants to put a senior civilian official in Kyiv, Ukraine - Market was a little concerned about this - as new broke, selling occurred (for about 5 minutes) HA! Play

- Churn and Burn - RAMP UP - Rotation (Renting Space) - Long Stretch with limited volatility - Short Interest at MULTI year lows - NVDA becomes worlds MVC for a minute 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 - Summer Spin Cycle - New flow shifting to election - Banks - Fed's Stress Test Results  (Wednesday) - Last week of month and quarter! Market Update - Churn and Burn - RAMP UP - Rotation (Renting Space) - Long Stretch with limited volatility - Short Interest at MULTI year lows - NVDA becomes worlds MVC for a minute Next week is JULY 4th - Markets closing early (1PM) on Wednesday - Markets Closed on Thursday - Most people will take Friday off! Short Interest - Multi-Year low on S&P 500 and stocks - Hedge fund disclosures stopping so

Apple AI - Disappoints (or confuses) NVDA - passes AAPL market cap Treasury yields moving within a range Beanstalk - what is that story again? 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 NO SHOW NET WEEK - OUT ON BIZ FOR A FEW DAYS Warm Up - Apple AI - Disappoints (or confuses) - for a minute - NVDA - passes AAPL market cap - Treasury yields moving within a range - Beanstalk - what is that story again? - Fed in play Market Update - Large Caps dominate June (thus far) - Small-caps out of favor - Buyers are hungry - any dip is bought - Economic confusion - Jobs report - NVDA - 10:1 completed (now what?) Apple WWDC - Pins and Needles - Features will go beyond artificial intelligence to personal intelligence. - Will protect privacy at every step. Cap

Sinkholes forming Memes again - Huge Moves Economy starting to stall Face Ripper moves into the close 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 DONATE - Show 700 Campaign Warm Up - Sinkholes forming - Memes again - Huge Moves - Economy starting to stall - Announcing a NEW CTP Market Update - Face Ripping - Last Friday - Software Stocks hammered - May finished in the green nicely - Oil Drooping - Roaring Kitty is back Face Rip - Stocks ramped on the last day of the month - 300 points in 10 minutes to finish the day on Friday - markets had a good month - -- Large Cap Growth up 6% for the month - US real estate up 5% - Only area LataAm down for May Sinkhole Forming Again - MEGA Caps pulling market up - Primarily NVDA - Monday S&P 500 Flat - S&P Eq

Short Week - 4 days of trading - then EOM The Miracle Flight - I have witnesses this with my own eyes Cruise anyone? Global Warming - New Info In 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 DONATE - Show 700 Campaign Warm Up - Short Week - 4 days of trading - then EOM - The Miracle Flight - I have witnesses this with my own eyes - Cruise anyone? - Global Warming - New Info In Market Update - 40,000 ! Then we fail - Fed Officials Hawkish behind closed doors - BBQFlation - Split Excitement! - Hindenburg Omen Fed - Two Faced - Federal Reserve officials grew more concerned at their most recent meeting about inflation, with members indicating that they lacked the confidence to move forward on interest rate reductions. - Minutes from the April 30-May 1

Big Week - Big Earnings on Wednesday Oil Unusually stable Helicopter Accident - Another "fog" incident? Meme stocks come back to earth 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 DONATE - Show 700 Campaign Warm Up - Big Week - Big Earnings on Wednesday - Oil Unusually stable - Helicopter Accident - Another "fog" incident? - Meme stocks come back to earth - We have an Osbourne Effect Market Update - 40,000 ! Get the party hats! - ATH, ATH, ATH - Commods - Copper and Gold (AND silver) - VIX - lowest since 2019 - Someone better against Tesla (Big name) Banks - The Federal Reserve and two other U.S. regulators are moving toward a new plan that would significantly reduce a nearly 20% mandated increase in capital for the country's biggest banks followin

Emerging markets breaking out of long consolidation PPI HOT - Market does not care A Meme stock face ripper! 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 DONATE - Show 700 Campaign Warm Up - Inflation reports PPI today and CPI tomorrow - Sentiment is dropping - wondering why - Meme stock face ripper - EV days - losses not acceptable - PPI and CPI this week Market Update - Another good week - seems like coming out of downturn - Rates down- 10Y Treas falling over past week - S&P 500 near record - Emerging markets breaking out of long consolidation - PPI HOT - Market does not care Fed talk - Fed's Goolsbee and Kashkari - There has been cross currents in the data. - There has been some bumps in the road on inflation in 2024. - The Fed is in a wait and s

Earnings season - better and stats - BIGGEST BUYBACK EVER - We are gauging investor sentiment --- Remember - Confidence  and Sentiment (Cheer-leading helps) 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 DONATE - Show 700 Campaign Warm Up - Earnings season - better and stats - BIGGEST BUYBACK EVER - We are gauging investor sentiment -- --- Remember - Confidence  and Sentiment (Cheer-leading helps) - Announcing the WINNER  CTP for Apple - Fake Work? Market Update - If down - buy.... Names that were hammered due to earnings catching bids again - Follow up - Utilities - Fed Speaks - Can't stop the Dove - Employment - Excitement about the Unemployment Rate Earnings Season Update: - Overall, 80% of the companies in the S&P 500 have reported actual results

Earnings season winners and losers. Episode 700 - been a great run - plenty more to come. New airline regulations and what that means to all of us. Inflation - its not over just yet. 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 DONATE - Show 700 Campaign Warm Up - Show #700 - Guess the date of EPISODE #1 (Show # 1 was Sep 16, 2008) - - No Agenda episode  #1  - October 26, 2007 --- The Disciplined Investor Podcast show #1 -  Mar 02, 2007 - ALL economic series showing signs of inflation - The great money in God - Top Wealthiest Pastors - Fiducuary rules fo Retirment Plans Market Update - Shaking off some and smacking others - earnings season underway - April not a great month for US equities - April now in the books - Earnings seasons - winners and lo

Markets having a tough time and a big week of data is coming. Got the 5% correction - is there more? M&A - Another deal dies 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 DONATE - Show 700 Campaign Warm Up - Markets having a tough time - Happy Passover! - SHOW 700 coming up! - Happy belated 420 Day to our fine smoky listeners - Jumping to Conclusions - We have a limerick! Market Update - Big week(s) coming for economics - Got the 5% correction - is there more? - M&A - Another deal dies - Earnings - Tech on deck - Historic Treasury Auction this week - need to pay the bills since tax receipts not doing it and lots of debt outstanding Who Would think??? - UK - FTSE 100 at all-time high! Recap: - Microsoft Corp., Meta Platforms Inc., Google parent Alpha