DH Unplugged

Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings? A big divorce announced this week and thoughts from Charlie Munger. An update on Biden’s first 100-days. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The mega-tech earnings are rolling in… Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts. Awaiting the tax hikes from the Biden administration and trying to figure out how they will impact the economy/stocks. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

A quick gut check for markets as we head into earnings season. Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own. Annual booster shots are now the talk of the pharma companies – what will that look like? Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Inflation coming in hot – but not much to worry about says the Fed. Jab #2 for Andrew – let’s see how it is going. An update on ESG and new scritiny for SPACs. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by Masterworks, where you’re invited to join an exclusive community investing in blue-chip art. Visit http://www.masterworks.io See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

More all-time highs for markets as the $2.2 trillion stimulus is presented. NFTs and other areas of interest are in the speculative spotlight. Happy Birthday to JCD! The EV space is charging higher – what to watch…? Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Hedge funds blowing up after taking on massive leverage in concentrated positions. Yields are moving up again – capping one of the worst quarters for bonds in decades. Stocks remain semi-buoyant, new stimulus ahead keeping the bulls happy. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Trouble in Turkey, the Lira plunges. Vanguard out cautious on Cryptos, what is up with this? Andrew gets jabbed, flushing out the twisted rationale. An update on the Ole’ Codgers vs. Millennial battle. PLUS – The base effect related to upcoming inflation data. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Stimulus checks are starting hitting accounts – how much will flow into markets? Awaiting a lively discussion Wednesday during the FOMC press conference. Those phrases – made to bamboozle the masses. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by Masterworks, where you’re invited to join an exclusive community investing in blue-chip art. Visit http://www.masterworks.io See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Massive selling of Momo names over the past few weeks. Now, all turn higher on slight downward move for rates. Is the shakeout/correction over – or is this a dead cat bounce? Employment report helps to cement the inflation talk – with another $1.9 trillion of stimulus on the way. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by Ourcrowd, where you can Invest in pre-vetted startups and exclusive venture funds. Build a diversified portfolio alongside trusted VC funds and angel investors. Visit http://www.ourcrowd.com/DHU See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Massive break in markets – that giant sucking sound was the air coming out of the MOMO stocks. Bitcoin getting some selling – as too much confidence has investors buying at any price. A looks at some hot SPACs and the latest from Fed Chair Powell. Plus – a new Closest to The Pin… Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by Ourcrowd, where you can Invest in pre-vetted startups and exclusive venture funds. Build a diversified portfolio alongside trusted VC funds and angel investors. Visit http://www.ourcrowd.com/DHU See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Bitcoin – yup another record, closing in on – surpassing $50k! Japan Stocks – 30 year high and a Warren Bufett indicator in focus. Plus – announcing a new Closest to The Pin… Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by Masterworks.io where you’re invited to join an exclusive community investing in blue-chip art. Visit www.masterworks.io– Promo Code DHU See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Micro-caps on fire. markets will not give up ground – buy any dip is the call to action. Iran issues some worrisome vaccine outcomes. Reddit valuation soars. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by OurCrowd If you are an accredited investor  looking to invest in pre-vetted startups and exclusive venture funds. Visit www.ourcrowd.com – Promo Code DHU   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Pump’n Dump stocks getting skewered. February see a quick turn higher after January’s sell-off. Investor activism or simply greed? An update on Apple, Amazon and Google. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

EPIC short squeeze is playing out. EVs, SPACs and high short interest names ramping higher. Big week for tech earnings and plenty of economic reports will set the stage. Plus, some interesting movers and stock picks. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by OurCrowd If you are an accredited investor  looking to invest in pre-vetted startups and exclusive venture funds. Visit www.ourcrowd.com – Promo Code DHU See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Massive stimulus is on the way setting up for the roaring 20’s. Earnings are out for the banks and some tech – winners and losers. Last days for President Trump and a new team takes the field. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! This episode is sponsored by Masterworks – Sign up today and use the Promo Code DHU Visit http://Masterworks.io Read the Masterworks Disclaimer See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter