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 losers
- Yields on I Bonds Updated
- European stocks end April down 1.49%, posting first negative month since October
Derivative AI Investing
- Secondary play - Utilities
- We spoke of the huge demand for electricity/power from any source to power datacenters
- Investors looking for a unique way into the stock market’s artificial intelligence boom are finding an intriguing bank shot in what’s traditionally the most boring corner of the equities universe: utilities.
- Southern Company, NextEra, Excelon, CMS Energy also Eaton, Hubbell
-- Bad couple years as this is an interest sensitive sector - but massive consumption increase coming
Bird Flu in Milk
- The U.S. Department of Agriculture confirmed milking cows in Colorado tested positive for Bird Flu, following earlier infections in Texas, Kansas, Michigan, Ohio, Idaho, New Mexico, North Carolina and South Dakota.
- Additional tests of milk showed that pasteurization killed the bird flu virus, federal health officials said on Friday, as Colorado became the ninth U.S. state to report an infected dairy herd.
- The U.S. Food and Drug Administration (FDA) late on Friday said preliminary results from gold-standard PCR testing showed pasteurization killed the virus in milk and baby formula. It did not say how many milk products it had tested but added that it plans to do more testing on 297 products from 38 states.
Good Money in God
- Most Wealth Pastors
- Benny Hinn, 71 Estimated net worth: US$60 million
Joel Osteen, 61 Estimated net worth: US$100 million
- Kenneth Copeland, 87 Estimated net worth: US$300 million
Apple Headset and More
- Earnings coming May 2
- Big slowdown in sales in China has been widely telegraphed
- Not much excitement about the product line or any innovation at this point
- AI is going to be conversation they will start to help push shares
- Apple slashes Vision Pro production, cancels 2025 model in response to plummeting demand
-- Analysts are cutting their sales for the Vision Pro in HALF!
- - Apple may decide not to release a new model in 2025 - was expecting a cheaper version possibly
Back to Inflation
- Inflation showed little signs of letting up in March, with a key barometer the Federal Reserve watches closely showing that price pressures remain elevated.
- The personal consumption expenditures price index excluding food and energy increased 2.8% from a year ago in March, the same as in February, the Commerce Department reported Friday. That was above the 2.7% estimate from the Dow Jones consensus.
- Consumers showed they are still spending despite the elevated price level. Personal spending rose 0.8% on the month, a touch higher even than the 0.7% estimate. Personal income increased 0.5%, in line with expectations and higher than the 0.3% increase in February.
- GDP Report showed more pricing pressures
- Overall, 100% of recent reports showed that the inflation monste...
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 losers
- Yields on I Bonds Updated
- European stocks end April down 1.49%, posting first negative month since October
Derivative AI Investing
- Secondary play - Utilities
- We spoke of the huge demand for electricity/power from any source to power datacenters
- Investors looking for a unique way into the stock market’s artificial intelligence boom are finding an intriguing bank shot in what’s traditionally the most boring corner of the equities universe: utilities.
- Southern Company, NextEra, Excelon, CMS Energy also Eaton, Hubbell
-- Bad couple years as this is an interest sensitive sector - but massive consumption increase coming
Bird Flu in Milk
- The U.S. Department of Agriculture confirmed milking cows in Colorado tested positive for Bird Flu, following earlier infections in Texas, Kansas, Michigan, Ohio, Idaho, New Mexico, North Carolina and South Dakota.
- Additional tests of milk showed that pasteurization killed the bird flu virus, federal health officials said on Friday, as Colorado became the ninth U.S. state to report an infected dairy herd.
- The U.S. Food and Drug Administration (FDA) late on Friday said preliminary results from gold-standard PCR testing showed pasteurization killed the virus in milk and baby formula. It did not say how many milk products it had tested but added that it plans to do more testing on 297 products from 38 states.
Good Money in God
- Most Wealth Pastors
- Benny Hinn, 71 Estimated net worth: US$60 million
Joel Osteen, 61 Estimated net worth: US$100 million
- Kenneth Copeland, 87 Estimated net worth: US$300 million
Apple Headset and More
- Earnings coming May 2
- Big slowdown in sales in China has been widely telegraphed
- Not much excitement about the product line or any innovation at this point
- AI is going to be conversation they will start to help push shares
- Apple slashes Vision Pro production, cancels 2025 model in response to plummeting demand
-- Analysts are cutting their sales for the Vision Pro in HALF!
- - Apple may decide not to release a new model in 2025 - was expecting a cheaper version possibly
Back to Inflation
- Inflation showed little signs of letting up in March, with a key barometer the Federal Reserve watches closely showing that price pressures remain elevated.
- The personal consumption expenditures price index excluding food and energy increased 2.8% from a year ago in March, the same as in February, the Commerce Department reported Friday. That was above the 2.7% estimate from the Dow Jones consensus.
- Consumers showed they are still spending despite the elevated price level. Personal spending rose 0.8% on the month, a touch higher even than the 0.7% estimate. Personal income increased 0.5%, in line with expectations and higher than the 0.3% increase in February.
- GDP Report showed more pricing pressures
- Overall, 100% of recent reports showed that the inflation monste...
Activity