Trump-o-Nomics here we come.
MemeCoins making s comeback - then fizzling.
Pardons and Executive orders are flying.
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
*** California Clean up - Some thoughts and companies... ****
Warm-Up
- New President - New Leadership
- Pardons flying....Even preemptive ones
- Another short-seller is out of biz...
- Talking bout animal spirits being unlocked as President Trump take office
Markets
- Coins - on fire (then pull back)
- Markets - Moving after last week's CPI print
- MemeCoins making a comeback
- Pelosi moving stocks
** Need a new symbol for the 1st CTP for 2025
PSA - Quick note - Next week's guest on TDI Podcast - Howard Lindzon - Founder of StockTwits
- Follow JCD and AH on Twitter
- Listen to No Agenda every week - double the pleasure on Thursdays and Sundays at 2P (ET)
Inauguration
- Any major takeaways?
- Trump wearing a purple tie - that does not seem like an accident
- Significant number of executive orders
First orders of business--- Energy is key area along with DEI, TWO Genders (only), Temporary pause on China tariffs, National emergency at borders, ending EV mandates
- National emergency: Borger, energy
- "That national energy emergency will unlock a variety of different authorities that will enable our nation to quickly build again, to produce more natural resources, to create jobs, to create prosperity and to strengthen our nation's national security"
- Opening up Alaska: "Alaska is so key for our national security, given its geostrategic location, and it's a crucial place from which we could export LNG not only to other parts of the United States, but to our friends and allies in the Asia Pacific region"
- DEI -could now be DOA
- Withdrawing from Paris clime agreement
- - - The incoming administration plans to review and potentially end what the official described as "discriminatory programs," including environmental justice grants and diversity training initiatives.
--- Retaking Panama Canal and plant a flag on Mars
-- Do we want to discuss that President Trump did not put his hand on the bible as he was being sworn in?
----EXTERNAL REVENUE SERVICE: For this purpose, we are establishing the external revenue service to collect all tariffs, duties and revenues. It will be massive amounts of money pouring into our treasury coming from foreign sources, the American dream will soon be back and thriving like never before to restore competence and effectiveness to our federal government
- Vivek Ramaswamy is out as Elon Musk’s co-leader as he is running for Governor of Ohio
Pre-Emtiove Pardons
- President Joe Biden on Monday issued preemptive pardons for several family members, citing concerns that they will be targeted by “baseless and politically motivated investigations.”
- Biden pardoned his brother, James Biden; James’ wife, Sara Jones Biden; his younger sister, Valerie Biden Owens; Owens’ husband, John Owens; and his other brother, Francis Biden.
- “The issuance of these pardons should not be mistaken as an acknowledgment that they engaged in any wrongdoing, nor should acceptance be misconstrued as an admission of guilt for any offense,” Biden said in a press release.
--- AND January 6th "Hostages" pardoned
Tariffs
- Seems that the squeeze is on - 25% on Mexico (MexAmerica) and Canada (CanAmerica) starting Feb 1st.
- HOT FLASH - 10% on China starting Feb 1
Musk - Feelings hurt?
- Removing of EV mandates - not in his best interest.. Right?
- Could it be a swap for more lucrative defense and space contracts?
TikTok
- Goes dark for a little while over he weekend (Apple, Google remove app and offline on web)
MemeCoins making s comeback - then fizzling.
Pardons and Executive orders are flying.
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
*** California Clean up - Some thoughts and companies... ****
Warm-Up
- New President - New Leadership
- Pardons flying....Even preemptive ones
- Another short-seller is out of biz...
- Talking bout animal spirits being unlocked as President Trump take office
Markets
- Coins - on fire (then pull back)
- Markets - Moving after last week's CPI print
- MemeCoins making a comeback
- Pelosi moving stocks
** Need a new symbol for the 1st CTP for 2025
PSA - Quick note - Next week's guest on TDI Podcast - Howard Lindzon - Founder of StockTwits
- Follow JCD and AH on Twitter
- Listen to No Agenda every week - double the pleasure on Thursdays and Sundays at 2P (ET)
Inauguration
- Any major takeaways?
- Trump wearing a purple tie - that does not seem like an accident
- Significant number of executive orders
First orders of business--- Energy is key area along with DEI, TWO Genders (only), Temporary pause on China tariffs, National emergency at borders, ending EV mandates
- National emergency: Borger, energy
- "That national energy emergency will unlock a variety of different authorities that will enable our nation to quickly build again, to produce more natural resources, to create jobs, to create prosperity and to strengthen our nation's national security"
- Opening up Alaska: "Alaska is so key for our national security, given its geostrategic location, and it's a crucial place from which we could export LNG not only to other parts of the United States, but to our friends and allies in the Asia Pacific region"
- DEI -could now be DOA
- Withdrawing from Paris clime agreement
- - - The incoming administration plans to review and potentially end what the official described as "discriminatory programs," including environmental justice grants and diversity training initiatives.
--- Retaking Panama Canal and plant a flag on Mars
-- Do we want to discuss that President Trump did not put his hand on the bible as he was being sworn in?
----EXTERNAL REVENUE SERVICE: For this purpose, we are establishing the external revenue service to collect all tariffs, duties and revenues. It will be massive amounts of money pouring into our treasury coming from foreign sources, the American dream will soon be back and thriving like never before to restore competence and effectiveness to our federal government
- Vivek Ramaswamy is out as Elon Musk’s co-leader as he is running for Governor of Ohio
Pre-Emtiove Pardons
- President Joe Biden on Monday issued preemptive pardons for several family members, citing concerns that they will be targeted by “baseless and politically motivated investigations.”
- Biden pardoned his brother, James Biden; James’ wife, Sara Jones Biden; his younger sister, Valerie Biden Owens; Owens’ husband, John Owens; and his other brother, Francis Biden.
- “The issuance of these pardons should not be mistaken as an acknowledgment that they engaged in any wrongdoing, nor should acceptance be misconstrued as an admission of guilt for any offense,” Biden said in a press release.
--- AND January 6th "Hostages" pardoned
Tariffs
- Seems that the squeeze is on - 25% on Mexico (MexAmerica) and Canada (CanAmerica) starting Feb 1st.
- HOT FLASH - 10% on China starting Feb 1
Musk - Feelings hurt?
- Removing of EV mandates - not in his best interest.. Right?
- Could it be a swap for more lucrative defense and space contracts?
TikTok
- Goes dark for a little while over he weekend (Apple, Google remove app and offline on web)
Activity