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DHUnplugged Podcast - DHUnplugged #785: January Effect
LOVE HOSTILE TAKEOVERS?
Upgrades all around the AI trade again…
January Effect
Defense and Oil Related – Let’s Go!
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
Interactive Brokers
Warm-Up
- CTP Cup - We have a winner!
- Kitchen Cabinets rejoice!
- Buffett is retired (kind of)
- ALL TIME HIGHS - DJIA Leading so far in 2026
Markets
- LOVE HOSTILE TAKEOVERS?
- Upgrades all around the AI trade again...
- January Effect
- Defense and Oil Related!
- Calling BS on Venezuela economic plans
Doctor Copper
- Copper surpassed $13,000 a ton for the first time due to a renewed rush to ship metal to the US.
- The rally has been underpinned by the ongoing threat of import tariffs from President Donald Trump, causing US copper prices to trade at a premium to those on the London Metal Exchange.
- The market has been driven by uncertainty over future US tariff policy, with analysts warning that the rest of the world could run short of copper due to low inventories outside the US.
- Huge inventory build due to uncertainty
Copper Chart
Following up on that...Some Questions
- Isn't the massive inventory build we are seeing due to uncertainly?
- Lots bought before tariffs went into effect - then tariffs reduced...
- Will there be a hangover from a the pull-forward like we have seen in the past?
Best markets for 2025
Colombia: +80%
South Korea (KOSPI): +76%
Ghana: +79%
Brazil (Bovespa): +34%
Japan (Nikkei 225): +26%
Europe STOXX 600: +19%
China (Shangha
View all episodes
By Dame JennLOVE HOSTILE TAKEOVERS?
Upgrades all around the AI trade again…
January Effect
Defense and Oil Related – Let’s Go!
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
Interactive Brokers
Warm-Up
- CTP Cup - We have a winner!
- Kitchen Cabinets rejoice!
- Buffett is retired (kind of)
- ALL TIME HIGHS - DJIA Leading so far in 2026
Markets
- LOVE HOSTILE TAKEOVERS?
- Upgrades all around the AI trade again...
- January Effect
- Defense and Oil Related!
- Calling BS on Venezuela economic plans
Doctor Copper
- Copper surpassed $13,000 a ton for the first time due to a renewed rush to ship metal to the US.
- The rally has been underpinned by the ongoing threat of import tariffs from President Donald Trump, causing US copper prices to trade at a premium to those on the London Metal Exchange.
- The market has been driven by uncertainty over future US tariff policy, with analysts warning that the rest of the world could run short of copper due to low inventories outside the US.
- Huge inventory build due to uncertainty
Copper Chart
Following up on that...Some Questions
- Isn't the massive inventory build we are seeing due to uncertainly?
- Lots bought before tariffs went into effect - then tariffs reduced...
- Will there be a hangover from a the pull-forward like we have seen in the past?
Best markets for 2025
Colombia: +80%
South Korea (KOSPI): +76%
Ghana: +79%
Brazil (Bovespa): +34%
Japan (Nikkei 225): +26%
Europe STOXX 600: +19%
China (Shangha