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Listen "DH Unplugged - DHUnplugged #779: Rip the Dip"
Episode Synopsis
Rough Week – does not phase bulls!
Bitcoin – Bottoming?
Let’s take a look at Walmart and Target again
Homeowners! Mortgage Reform?
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
- Short Week - Markets closed on Thursday and short Friday (1pm)
- Can't have a down week for TDAY! - Too much table talk
- Recession News
- Let's take a look at Walmart and Target again
- Homeowners! Mortgage Reform?
Markets
- Rough Week - does not phase bulls!
- Bitcoin - Bottoming?
- NVDA - China Bound?
- NASDAQ Weighting
Inflation - Still Up There
- They are now pressing for a cut in December (How are we handicapping this?)
- All of a sudden the parade of Fed speakers - all seem a bit more dovish.
Meanwhile
- President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries.
- oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers.
Quantum Stocks
GOOD NEWS!
- NO Recession risk!
- Bessent says inflation due to services economy, not tariffs
- Treasury secretary says Republicans should end filibuster in event of another shutdown
- Bessent says administration working to lower prices where it can
- Banking and insurance, Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting)
Rig
Bitcoin – Bottoming?
Let’s take a look at Walmart and Target again
Homeowners! Mortgage Reform?
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
- Short Week - Markets closed on Thursday and short Friday (1pm)
- Can't have a down week for TDAY! - Too much table talk
- Recession News
- Let's take a look at Walmart and Target again
- Homeowners! Mortgage Reform?
Markets
- Rough Week - does not phase bulls!
- Bitcoin - Bottoming?
- NVDA - China Bound?
- NASDAQ Weighting
Inflation - Still Up There
- They are now pressing for a cut in December (How are we handicapping this?)
- All of a sudden the parade of Fed speakers - all seem a bit more dovish.
Meanwhile
- President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries.
- oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers.
Quantum Stocks
GOOD NEWS!
- NO Recession risk!
- Bessent says inflation due to services economy, not tariffs
- Treasury secretary says Republicans should end filibuster in event of another shutdown
- Bessent says administration working to lower prices where it can
- Banking and insurance, Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting)
Rig
In God we trust