DHUnplugged #273: Dvorak Blows a Fuse

Russia is back to building its nuclear arsenal and the Pope weighs in on climate change. Markets are churning around awaiting some fresh news from the Fed – or maybe even Greece.

fuse

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

If you watch closely, markets moving on every data point. Bond yields dip, NAZ up, then reverse after ISM Services beat and Fed comments. However..... step back and watch from a distance.....better vantage point to assess what is really going on.

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2:13 pm · August 4, 2021

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

This is what quarterly reports@look like in an inflationary environment. Better get used to it. $GM #inflation pic.twitter.com/v6tckUiRBb

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11:38 am · August 4, 2021

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

DHUnplugged #567: Spiritual Opium Earnings Season – Going Just Fine. Florida – Plenty of COVID – No Fish… Masks Up – But Will That Mean... thedisciplinedinvestor.com/bl… pic.twitter.com/EWL4JVEZUi

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7:16 am · August 4, 2021

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Masks Up - But Will That Mean Markets Down? China continues to Burn Down the House - Gaming is " Spiritual Opium" dhunplugged.com/2021/08/03/dh… #podcast @THErealDVORAK

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2:17 am · August 4, 2021

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

We are live! #DHUnplugged Podcast with @THErealDVORAK and @andrewhorowitz dhunplugged.com pic.twitter.com/ZloF9Vp720

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12:59 am · August 4, 2021

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Let's do this... 9PM (ET) tonight - we need to discuss " Spiritual Opium" dhunplugged.com @THErealDVORAK pic.twitter.com/F6E4O3Mcr3

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12:47 am · August 4, 2021

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Odd..... pic.twitter.com/HerDYcSYH9

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12:28 am · August 4, 2021