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DHUnplugged Podcast - DHUnplugged #784: Auld Lang Xiety
Looking at a weird GDP data point.
Calling BS on Russia/Ukraine peace talks.
Gold and Silver – WOW!
Closing out the year – a good one too!
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
- CTP Cup - All systems go! 9 participants!
- Lots to be excited about and anxious too
- Looking at a weird GDP data point
- Calling BS on Russia/Ukraine peace talks
Markets
- Gold and Silver - WOW!
- Closing out the year - a good one too!
- Buyers are still hot to buy any dip
- "Diet" pills coming
Bitters Making Progress
- Chocolate
-Dark Cherry
-Infusions
- https://highdesertbotanicals.com
NYE Celebration
- Cities across America ring in the new year by dropping unexpected objects:
- Amelia Island, FL drops a giant shrimp.
- Nashville drops a 400lb musical note with 28,140 LEDs.
- Boise, ID, drops a glowing potato.
- Key West, FL, drops an eight-foot ruby-red heel—complete with a drag queen inside!
- In Spain, revelers gulp down 12 grapes—one for each midnight chime—to bring luck for each month
- Denmark - Danes toss old dishes at friends’ doors—large piles of broken crockery at dawn are seen as tokens of good luck.
What a year!
- So many themes in 12 months
- AI, Tariffs, War and Trade War, Fat drugs, Deglobalization
- Data centers, semiconductors, and supporting infrastructure like power and cooling systems.
- Approx: DJIA +13.5%, SP500 +17%, NASDA +21%, BTCUSD -7.6%, Gold +64%, SLV +145%, $DXY -9.5%, EEM +30%
- 2026 - Opportunities and Auld Lang Xiety (Tech still looks frothy in certain names)
Top New Year's Resolutions
- Exercise More
- Eat Healthier
- Save More Money/Get Out of Debt
- Be Happy/Improve Mental Health
- Lose Weight
- Spend More Time with Family & Friends
- Learn a New Skill/Hobby
- Get Organized
Active Management (Funds)
- Same report annually
- A small group of tech super stocks accounted for an outsize share of returns in 2025, extend
View all episodes
By Dame JennLooking at a weird GDP data point.
Calling BS on Russia/Ukraine peace talks.
Gold and Silver – WOW!
Closing out the year – a good one too!
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
- CTP Cup - All systems go! 9 participants!
- Lots to be excited about and anxious too
- Looking at a weird GDP data point
- Calling BS on Russia/Ukraine peace talks
Markets
- Gold and Silver - WOW!
- Closing out the year - a good one too!
- Buyers are still hot to buy any dip
- "Diet" pills coming
Bitters Making Progress
- Chocolate
-Dark Cherry
-Infusions
- https://highdesertbotanicals.com
NYE Celebration
- Cities across America ring in the new year by dropping unexpected objects:
- Amelia Island, FL drops a giant shrimp.
- Nashville drops a 400lb musical note with 28,140 LEDs.
- Boise, ID, drops a glowing potato.
- Key West, FL, drops an eight-foot ruby-red heel—complete with a drag queen inside!
- In Spain, revelers gulp down 12 grapes—one for each midnight chime—to bring luck for each month
- Denmark - Danes toss old dishes at friends’ doors—large piles of broken crockery at dawn are seen as tokens of good luck.
What a year!
- So many themes in 12 months
- AI, Tariffs, War and Trade War, Fat drugs, Deglobalization
- Data centers, semiconductors, and supporting infrastructure like power and cooling systems.
- Approx: DJIA +13.5%, SP500 +17%, NASDA +21%, BTCUSD -7.6%, Gold +64%, SLV +145%, $DXY -9.5%, EEM +30%
- 2026 - Opportunities and Auld Lang Xiety (Tech still looks frothy in certain names)
Top New Year's Resolutions
- Exercise More
- Eat Healthier
- Save More Money/Get Out of Debt
- Be Happy/Improve Mental Health
- Lose Weight
- Spend More Time with Family & Friends
- Learn a New Skill/Hobby
- Get Organized
Active Management (Funds)
- Same report annually
- A small group of tech super stocks accounted for an outsize share of returns in 2025, extend