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DHUnplugged Podcast - DHUnplugged #751: Heads I Win
Good ECO/Markets = Trump
Bad ECO/Markets – Biden
CTP for Micron is underway
AI wins a horse race
News from Omaha
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
Warm-Up
- Good ECO/Markets = Trump
- Bad ECO/Markets - Biden
- CTP for Micron is underway
- AI wins a horse race
- News from Omaha
- India/Pakistan - India stikes
Markets
- Some Earnings Color
- S&P breaks it streak this week
- KRI +4, +5 (Spearman +100)
- Currency interventions happening
Interesting Timing
- Skechers U.S.A., Inc. the third largest footwear company in the world, today announced that it has agreed to be acquired by 3G Capital, a global investment firm built on an owner-operator approach to long-term investing.
- 3G gets discount as tariffs are softening price
- Helped to move the other names in the space higher
Heads I Win....
- President Donald Trump took credit for the "good parts" of the economy in an exclusive interview with NBC News airing Sunday, but said that the "bad parts" are former President Joe Biden's economy.
- "Ultimately, I take responsibility for everything, but I've only just been here for a little more than three months," Trump said.
- "The tariffs have just started kicking in. ... The tariffs are going to make us rich. We're going to be a very rich country," he added.
In terms of shortages:
- "I don't think a beautiful baby girl needs – that's 11 years old – needs to have 30 dolls," Trump said.
- "I'm just saying [children] don't need to have 30 dolls, they can have three, they don't need to have 250 pencils, they can have five," he added.
- But, Mira Lago has 58 bedrooms, 33 bathrooms, a 29-foot-long (8.8 m) pietra dura marble-top dining table, 12 fireplaces, and three bomb shelters.
---WHAT?
Ford Earnings
- Ford Motor beats by $0.14, misses on revs, co suspends FY25 guidance; says business is strong, adjusted EBIT tracking within prior guidance, excluding new tariff-related
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By Dame JennGood ECO/Markets = Trump
Bad ECO/Markets – Biden
CTP for Micron is underway
AI wins a horse race
News from Omaha
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
Warm-Up
- Good ECO/Markets = Trump
- Bad ECO/Markets - Biden
- CTP for Micron is underway
- AI wins a horse race
- News from Omaha
- India/Pakistan - India stikes
Markets
- Some Earnings Color
- S&P breaks it streak this week
- KRI +4, +5 (Spearman +100)
- Currency interventions happening
Interesting Timing
- Skechers U.S.A., Inc. the third largest footwear company in the world, today announced that it has agreed to be acquired by 3G Capital, a global investment firm built on an owner-operator approach to long-term investing.
- 3G gets discount as tariffs are softening price
- Helped to move the other names in the space higher
Heads I Win....
- President Donald Trump took credit for the "good parts" of the economy in an exclusive interview with NBC News airing Sunday, but said that the "bad parts" are former President Joe Biden's economy.
- "Ultimately, I take responsibility for everything, but I've only just been here for a little more than three months," Trump said.
- "The tariffs have just started kicking in. ... The tariffs are going to make us rich. We're going to be a very rich country," he added.
In terms of shortages:
- "I don't think a beautiful baby girl needs – that's 11 years old – needs to have 30 dolls," Trump said.
- "I'm just saying [children] don't need to have 30 dolls, they can have three, they don't need to have 250 pencils, they can have five," he added.
- But, Mira Lago has 58 bedrooms, 33 bathrooms, a 29-foot-long (8.8 m) pietra dura marble-top dining table, 12 fireplaces, and three bomb shelters.
---WHAT?
Ford Earnings
- Ford Motor beats by $0.14, misses on revs, co suspends FY25 guidance; says business is strong, adjusted EBIT tracking within prior guidance, excluding new tariff-related