DHUnplugged #649: Free Toasters?

DH Unplugged

Episode • Apr 12, 2023 • 1h 2m

Banks need some inflows – giving away prizes for deposits.

Earnings season is about to begin – looking for a significant downside for growth.

Yields ticking lower as recession fears bump inflation worries.

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Warm Up
- Easter and holiday season coming to an end...
- A NEW Closest to The Pin Announcement
- Bond yields way down - what does that mean?
- Free Toasters Making a comeback
- Gold, metals, alts, COINS!

Market Update
- Falling Yields - may be a bit much
- Employment report - mixed bag
- Earnings season starts this week - Big Banks
- Apple news - PC Demand

DONATIONS - April Donations - Bring May Flowers

Earnings Season Prep
- Going to be some bad guidance... If actions by companies any guide
- Example - Google letter about 2008 and getting in advance so they can say - we are ahead of this...
- Banks - what good can they say? Or maybe at worst levels?
- S&P 500 Estimates - looking for -7% YoY growth for earnings

How Bad? Tech bad...
- Apple Mac shipments fell 40.5% in the first quarter of 2023, compared with the same time the prior year, market intelligence provider IDC said.
--- Apple’s worldwide PC market share dropped between the first quarter of 2022 and the first quarter of 2023, from 8.6% to 7.2%, according to IDC data.
- All five of the largest computer makers — Apple, ASUS,

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