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Listen "DH Unplugged - DHUnplugged #781: Greenlighting"
Episode Synopsis
We are Green-lighting!
Announcing the participants for the CTP Cup 2025 (2)
Lots of execs moving around all of a sudden
A Chocolate Craze
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
Interactive Brokers
Warm-Up
- Announcing the participants for the CTP Cup 2025 (2)
- Lots of execs moving around all of a sudden
- Chocolate Craze
Markets
- NVDA gets the greenlight
- Waiting for the ECO
- ALL eyes...... Wednesday at 2pm
- Oil Dropping - Gas Prices Dropping slightly
- Just saw $2.59 for regular unleaded down here
- Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet....
Inflation
- PCE comes in a little lighter than expected
- However, let us be clear that inflation is not lower and prices grossly above where we were a couple of years ago
- Inflation still running at around 3% overall
- Fed set to greenlight the rate cut
Oil and Gas
- Oil has been dropping - reports that use will slow over the next year
- Gas Prices Dropping slightly
- Just saw $2.59 for regular unleaded down here
- Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet....
Jobs
- Reports show that U.S. employers have announced over 1.1 million job cuts in 2025 (as of early December), marking the highest level since the pandemic's start in 2020.
- This has been driven by tech integration (AI), economic shifts, and soft consumer spending, with sectors like government, tech, retail, and warehousing leading.
Greenlight - No security problems here
- Seeking a compromise over controlling exports to China, the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly 18 months behind its most advanced offerings, according to a person with knowledge of the plan.
- The move, which would send Nvidia H200s to China, seeks to find a middle ground between those who oppose exports of any advanced AI chips and those who worry th
Announcing the participants for the CTP Cup 2025 (2)
Lots of execs moving around all of a sudden
A Chocolate Craze
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
Interactive Brokers
Warm-Up
- Announcing the participants for the CTP Cup 2025 (2)
- Lots of execs moving around all of a sudden
- Chocolate Craze
Markets
- NVDA gets the greenlight
- Waiting for the ECO
- ALL eyes...... Wednesday at 2pm
- Oil Dropping - Gas Prices Dropping slightly
- Just saw $2.59 for regular unleaded down here
- Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet....
Inflation
- PCE comes in a little lighter than expected
- However, let us be clear that inflation is not lower and prices grossly above where we were a couple of years ago
- Inflation still running at around 3% overall
- Fed set to greenlight the rate cut
Oil and Gas
- Oil has been dropping - reports that use will slow over the next year
- Gas Prices Dropping slightly
- Just saw $2.59 for regular unleaded down here
- Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet....
Jobs
- Reports show that U.S. employers have announced over 1.1 million job cuts in 2025 (as of early December), marking the highest level since the pandemic's start in 2020.
- This has been driven by tech integration (AI), economic shifts, and soft consumer spending, with sectors like government, tech, retail, and warehousing leading.
Greenlight - No security problems here
- Seeking a compromise over controlling exports to China, the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly 18 months behind its most advanced offerings, according to a person with knowledge of the plan.
- The move, which would send Nvidia H200s to China, seeks to find a middle ground between those who oppose exports of any advanced AI chips and those who worry th
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