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DHUnplugged Podcast - DHUnplugged #766: Jackson HOLY!
Jackson HOLY cow what a move….
SOE’s get used to it – We are now China.
Airline consolidation or murder?
Bond yields – Long bond yields up.
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
- Excitement over a change in tone from Powell (Powell throws the towel?)
- Crypto surges - then comes back down
- SOE - Get used to that
- Bond yields - Long bond up
Markets
- Hitting all-time highs
- Airline consolidation or murder?
- NVDA earnings - reports this week
- Some crypto really moving
Fed Firing
- How do we feel about the firing of Fed's Cook?
- Allegations, not confirmed
- Could this be a play to actually fire Powell?
--- Trump now says that this paves the way to him having a majority that soon will push rate lower (after firing Cook)
Windless
- Shutting down the alt-energy projects
- Wind turbines ugly and no good
- Shares in wind farm developer Orsted
- The U.S. government last week ordered the company to halt construction of an almost completed project.
- Late on Friday the U.S.? Bureau of Ocean Energy Management had issued a stop-work order for the Revolution Wind Project off of Rhode Island. According to Orsted, the project is 80% complete and 45 out of 65 wind turbines have been installed
Pricing Power
- News that Spotify will raise prices as it invests in new features and targets 1 billion users
- said the price will rise to 11.99 euros ($14.05) from 10.99 euros in markets including South Asia, the Middle East, Africa, Europe, Latin America and the Asia-Pacific region.
- Price increases combined with cost-cutting efforts in recent years helped Spotify achieve its first annual profit last year.
Jackson Holy !!
- Powell hinted that maybe there would be a change to his thinking
- In his final address as Fed chair at the Jackson Hole, Wyoming, economic symposium, Powell hinted at a September interest rate cut but stopped short of committing, striking a careful balance between mounting job-market risks
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By Dame JennJackson HOLY cow what a move….
SOE’s get used to it – We are now China.
Airline consolidation or murder?
Bond yields – Long bond yields up.
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
- Excitement over a change in tone from Powell (Powell throws the towel?)
- Crypto surges - then comes back down
- SOE - Get used to that
- Bond yields - Long bond up
Markets
- Hitting all-time highs
- Airline consolidation or murder?
- NVDA earnings - reports this week
- Some crypto really moving
Fed Firing
- How do we feel about the firing of Fed's Cook?
- Allegations, not confirmed
- Could this be a play to actually fire Powell?
--- Trump now says that this paves the way to him having a majority that soon will push rate lower (after firing Cook)
Windless
- Shutting down the alt-energy projects
- Wind turbines ugly and no good
- Shares in wind farm developer Orsted
- The U.S. government last week ordered the company to halt construction of an almost completed project.
- Late on Friday the U.S.? Bureau of Ocean Energy Management had issued a stop-work order for the Revolution Wind Project off of Rhode Island. According to Orsted, the project is 80% complete and 45 out of 65 wind turbines have been installed
Pricing Power
- News that Spotify will raise prices as it invests in new features and targets 1 billion users
- said the price will rise to 11.99 euros ($14.05) from 10.99 euros in markets including South Asia, the Middle East, Africa, Europe, Latin America and the Asia-Pacific region.
- Price increases combined with cost-cutting efforts in recent years helped Spotify achieve its first annual profit last year.
Jackson Holy !!
- Powell hinted that maybe there would be a change to his thinking
- In his final address as Fed chair at the Jackson Hole, Wyoming, economic symposium, Powell hinted at a September interest rate cut but stopped short of committing, striking a careful balance between mounting job-market risks