{"id":54966,"date":"2021-10-27T03:13:00","date_gmt":"2021-10-27T07:13:00","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=54966"},"modified":"2021-10-27T03:13:00","modified_gmt":"2021-10-27T07:13:00","slug":"dhunplugged-578-out-of-africa","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2021\/10\/27\/dhunplugged-578-out-of-africa\/","title":{"rendered":"DHUnplugged #578: Out of Africa"},"content":{"rendered":"<p>Back from Africa &#8211; Not the Middle East!<img loading=\"lazy\" decoding=\"async\" class=\"alignright\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2021\/10\/dh_578_banner.jpg\" width=\"316\" height=\"172\" \/><\/p>\n<p>Earnings out &#8211; some of the winners and losers&#8230;<\/p>\n<p>Tesla stock does what???<\/p>\n<p>PLUS we are now on <strong><a href=\"https:\/\/open.spotify.com\/show\/30bQIjH9Gw4es27XYrYKJL\">Spotify<\/a> and <a href=\"https:\/\/music.amazon.com\/podcasts\/79261e60-0492-43c0-b1a2-708ebeb4bd7e\/DH-Unplugged\">Amazon Music\/Podcasts<\/a><\/strong>!<\/p>\n<hr \/>\n<p><span id=\"more-19042\"><\/span><\/p>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-arrow su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\">\n<div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Click HERE for Show Notes and Links<\/div>\n<div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>DHUnplugged is now streaming live &#8211; with listener chat. Click on link on the right sidebar.<\/strong><\/span><\/p>\n<hr \/>\n<div align=\"center\">\n<h4 style=\"text-align: center;\">Love the Show?<\/h4>\n<p>Then how about a Donation?<\/p>\n<form action=\"https:\/\/www.paypal.com\/cgi-bin\/webscr\" method=\"post\" target=\"_top\"><input title=\"PayPal - The safer, easier way to pay online!\" alt=\"Donate\" name=\"submit\" src=\"https:\/\/www.paypal.com\/en_US\/i\/btn\/btn_donateCC_LG.gif\" type=\"image\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.paypal.com\/en_US\/i\/scr\/pixel.gif\" alt=\"\" width=\"1\" height=\"1\" border=\"0\" \/><\/form>\n<\/div>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<p><span class=\"ILfuVd NA6bn\"><span class=\"hgKElc\"><strong>Warm Up<br \/>\n<\/strong>&#8211; Back from Africa &#8211; That is what Egypt says &#8211; not Middle East<br \/>\n&#8212; From Alexandria to Abu Sindel &#8211; Top to Bottom (Nile River Cruise too!)|<br \/>\n&#8211; Earnings &#8211; Looking\u00a0 good for Banks -But what about the rest?<br \/>\n&#8212; Inflation &#8211; BIG Warnings &#8211; Jack Dorsey Said the Hyper Word!<br \/>\n&#8211; SEC claw-backs entering the scene<br \/>\n&#8211; Announcing the Winner of the Moderna CTP!<br \/>\n<\/span><\/span><\/p>\n<p><strong>Market Update<\/strong><br \/>\n&#8211; DJIA &#8211; NEW Record, SP500 New Record<br \/>\n&#8211; Tesla &#8211; Massive move on earnings and\u00a0 news of big order!<br \/>\n&#8211; Spec plays ramping &#8211; New Trump SPAC flies high (and then crashes)<br \/>\n&#8211; Facebook earnings and more&#8230;.Microsoft, Twitter, Google, UPS&#8230;.<br \/>\n&#8211; Crude up 25% since September<br \/>\n&#8211; All technical indications are that markets severely overbought<\/p>\n<p><strong>Egypt Update<\/strong><br \/>\n&#8211; Amazing to see pyramids, temples, Sphinx and other sites<br \/>\n&#8211; Hot, a bit dusty<br \/>\n&#8211; Weddings &#8211; like Crazy Rich Asians &#8211; no kidding<br \/>\n&#8211; Hard to find booze<br \/>\n&#8211; Food &#8211; gassy (only thing worthwhile was the morning Ful)<br \/>\n&#8211; Security and police escort with us the whole time<br \/>\n&#8211; Nile River Cruise &#8211; Pretty amazing\u00a0 &#8211; (Down to Aswan from Luxor)<\/p>\n<p><strong>Trump Media Group SPAC<\/strong><br \/>\n&#8211; Announced last week &#8211; stock moves from $10 to $175 over 2 days<br \/>\n&#8211; Rolling in\u00a0 new Social Media Platform &#8211; TRUTH Social<br \/>\n&#8211; TRUTH Social claims it will be a place that &#8220;encourages an open, free, and honest global conversation without discriminating against political ideology.&#8221;<br \/>\n&#8211;\u00a0 https:\/\/www.truthsocial.com\/<br \/>\n&#8211; DWAC<\/p>\n<p><strong>Tesla<\/strong><br \/>\n&#8211; Earnings looking good, some areas of concern, but nothing major<br \/>\n&#8211; BIG order from Hertz &#8211; the company that was bankrupt<br \/>\n&#8211; ORDER UP ! Hertz buying 100,000 Model 3 cars over next year and building network of charging stations<br \/>\n&#8211; Hits the\u00a0 $1 trillion club in market cap<br \/>\n&#8211; ALSO &#8211; price hikes for some of the Tesla line up ($5,000)<\/p>\n<p><strong>Richest Peeps List<\/strong><br \/>\n&#8211; Musk pulls way ahead (Close from Friday!!!!!!!!!!!!!)<br \/>\n&#8211; Musk now worth more than Exxon (and many small countries)<\/p>\n<p style=\"text-align: center;\"><span class=\"su-lightbox\" data-mfp-src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2021\/10\/richest.jpg\" data-mfp-type=\"image\" data-mobile=\"yes\"><a href=\"https:\/\/www.dhunplugged.com\" class=\"su-button su-button-style-default\" style=\"color:#FFFFFF;background-color:#2D89EF;border-color:#246ec0;border-radius:5px;-moz-border-radius:5px;-webkit-border-radius:5px\" target=\"_self\" rel=\"noopener\"><span style=\"color:#FFFFFF;padding:0px 16px;font-size:13px;line-height:26px;border-color:#6cadf4;border-radius:5px;-moz-border-radius:5px;-webkit-border-radius:5px;text-shadow:none;-moz-text-shadow:none;-webkit-text-shadow:none\"> <strong>Rich People<\/strong><\/span><\/a><\/span><\/p>\n<div id=\"RIL_body\">\n<div id=\"RIL_less\">\n<div lang=\"en\">\n<p><span style=\"color: #000000;\"><strong>Facebook Earnings<\/strong><\/span><br \/>\n&#8211; After a spook last week from SnapChat (SNAP &#8211; 25% on earnings outlook due to new Apple privacy settings) Facebook Earnings<br \/>\n&#8211; Good news that it was ot as bad as SNAP &#8211; but still not so great as misses on a few metrics and outlook still concerning.<br \/>\n&#8211; Stock was up 4% after print, faded and reversed lower &#8211; below 200 DMA during regular session<br \/>\n&#8211; Major co0ncern that they are spending big on Metaverse and Apple iOS pivacy settings<br \/>\n&#8211; Zuck starting to really look like a bad man &#8211; really bad man<\/p>\n<\/div>\n<p><strong>More Facebook<\/strong><br \/>\n&#8211; Facebook changing name?<br \/>\n&#8211; Rebranding would position Facebook&#8217;s social media app as one of many products under a parent company, which will also oversee groups like Instagram, WhatsApp, Oculus and more, the Verge report added.<\/p>\n<div lang=\"en\">\n<p><strong>Coinage &#8211; Making Moves<\/strong><br \/>\n&#8211; Shiba Inu soared to record highs over the weekend to become the 11th-biggest cryptocurrency by market value.<br \/>\n&#8211; SHIB was up 50% in the 24 hours through 7:45 a.m. New York time on Sunday, according to pricing from CoinGecko.com, and reached a record earlier in that hour.<br \/>\n&#8211; Bitcoin &#8211; hits record after Bitcoin Futures ETF goes live<\/p>\n<p><strong>Robinhood Earnings<\/strong><br \/>\n&#8211; Robinhood Markets reports Q3 (Sep) results, misses on revs; guides Q4 revs below consensus<span class=\"price\"><br \/>\n&#8211; <\/span>Reports Q3 (Sep) loss of $2.06 per share, may not be comparable to the S&amp;P Capital IQ Consensus of ($0.20); revenues rose 35.4% year\/year to $364.9 mln vs the $437.55 mln S&amp;P Capital IQ Consensus.<br \/>\n&#8211; Monthly Active Users (MAU) increased 76% to 18.9 million, compared with 10.7 million in the third quarter of 2020.<br \/>\n&#8211; Assets Under Custody (AUC) increased 115% to $95 billion, compared with $44 billion in the third quarter of 2020.<br \/>\n&#8211; <em>Crypto activity declined from record highs in the prior quarter, leading to considerably fewer new funded accounts, a slight decline in Net Cumulative Funded Accounts, and lower revenue in the third quarter of 2021 compared with the second quarter of 2021.<\/em><\/p>\n<p><strong>Currency Crush<\/strong><br \/>\n&#8211; Turkey\u2019s lira fell to a record as the country\u2019s latest diplomatic spat gave traders another reason to sell the struggling currency.<br \/>\n&#8211; The lira weakened as much as 1.6% in early Asian trading amid thin liquidity, touching a new low for a third straight day.<br \/>\n&#8212;- AH\u00a0 was\u00a0 in Istanbul Airport last week &#8211; NICE AIRPORT!<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><strong>China Covid Surge<\/strong><br \/>\n&#8211; Now dealing with Covid Delta+ (same marketing firm as Disney and others with &#8220;+&#8221;)<br \/>\n&#8211; China locked down a county that has seen the most Covid-19 cases in the country\u2019s latest delta outbreak, as an initial flareup in the northwest quickly spirals into a nationwide surge.<br \/>\n&#8211; Ejin, a county in northwestern China\u2019s Inner Mongolia, has asked its 35,700 residents to stay home from Monday and warned of civil and criminal liabilities should anyone disobey the order<\/p>\n<p><strong>On and Off<\/strong><br \/>\n&#8211; PayPal Holdings Inc. said it isn\u2019t pursuing an acquisition of Pinterest Inc., ending days of speculation over a potential $45 billion deal.<br \/>\n&#8211; San Jose, California-based PayPal had approached Pinterest about a potential deal, Bloomberg News reported last week. The companies discussed a potential price of around $70 a share, people with knowledge of the matter said, a price that would have valued Pinterest at about $45 billion.<br \/>\n&#8211; How does this make sense anyway?<\/p>\n<p><strong>Inflation<\/strong><br \/>\n&#8211; Paul Tudor Jones is really concerned inflation will be getting out of hand<br \/>\n&#8211; Jack Dorsey says Hyper Inflation is here and will spread across the world<br \/>\n&#8211; Fed thinks it is temporary<br \/>\n&#8211; Numbers show big\u00a0 issue as prices continue to climb and outlook for supply chain worsens<br \/>\n&#8211; Yellen says: We may have inflation here for a bit longer, but sees getting back to normal levels by mid to end of 2022<br \/>\n&#8212;- Yellen also says: US Not Losing Control of Inflation (not good&#8230;..)<br \/>\n&#8211; Cathy Wood Disputed hyper-inflation &#8211; prices to fall after holidays<br \/>\n&#8212;&#8220;In 2008-09, when the Fed started quantitative easing, I thought that inflation would take off. I was wrong. Instead, velocity &#8211; the rate at which money turns over per year &#8211; declined, taking away its inflationary sting. Velocity still is falling,&#8221; Wood said in a tweet.<\/p>\n<p><strong>Fed Rate Hike Update<\/strong><br \/>\n&#8211; Rate Hike Probabilities: Looks like pricing in 2 hikes by December of 2022.\u00a0 The highest probability of a first rate hike at the June 2022 meeting at 59.1% and a 51% chance of 2 hikes by November of 2022.<\/p>\n<figure><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2021\/10\/Rates.jpg\" \/><\/figure>\n<\/p>\n<p><strong>Fed Trading Update<\/strong><br \/>\n&#8211; HA! The Boston Federal Reserve will not release documents that could show whether its former president vetted a series of personal investments last year with its ethics officer.<br \/>\n&#8211; New rules<br \/>\n&#8211; The Fed announced Thursday that its policymakers and senior staff would be barred from investing in individual stocks and bonds. They would also have to provide 45 days&#8217; advance notice of any trade and receive prior approval from ethics officials. And they would have to hold the investments for at least a year.<br \/>\n&#8211; The new rules, which have yet to be implemented, would also require Fed officials to publicly disclose all financial transactions within 30 days, and would bar trading during periods of &#8220;heightened financial market stress.&#8221;<br \/>\n&#8211; PREDICTION: NO ACTION WILL BE TAKEN AGAINST THOSE WHO RECENTLY PROFITED<\/p>\n<p><strong>UPS &#8211; Profiting<\/strong><br \/>\n&#8211; United Parcel Service reported a 23% rise in quarterly profit on Tuesday, bolstered by high e-commerce demand that has allowed the delivery firm to raise shipping prices and cherry-pick more profitable customers.<br \/>\n&#8211; UPS&#8217; third-quarter operating profit rose to about $2.9 billion, or $2.65 per share, from $2.36 billion, or $2.24 per share, it had reported a year earlier.<\/p>\n<p><strong>\u00a0Where to Get Advice?<br \/>\n<\/strong>&#8211; Millions of South Koreans have jumped into stock market trading over the past year with their enthusiasm feeding off a new market force &#8211; popular investment channels on YouTube.<br \/>\n&#8211; The country last year saw a stunning 49% jump in the number of people investing in domestic stocks to 9.14 million, about 18% of the population, industry data shows.<br \/>\n&#8211; Retail investors have now become the biggest force in the South Korean stock market.<\/p>\n<p><strong>Case Shiller 20 Home Price Index<\/strong><br \/>\n&#8211; Up 20% YoY<br \/>\n&#8211; 20%!<\/p>\n<p><strong>Tax Plan\/Stimulus Update<\/strong><br \/>\n&#8211; Dems totally out of their league &#8211; cannot get anything done.<br \/>\n&#8211; Promises are broken, deal just to get a deal at this point &#8211; no substance<br \/>\n&#8211; Looking pathetic and weak<br \/>\n&#8211; Everything is seemingly about Manchin&#8230;.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ff0000;\">\u00a0<\/span><\/p>\n<\/p>\n<article class=\"c3dczqn h15il40k\"><\/article>\n<article class=\"c3dczqn h15il40k\"><\/article>\n<hr \/>\n<p><strong>420 Stocks &#8230;<br \/>\n<\/strong><\/p>\n<h3 style=\"text-align: center;\"><a href=\"http:\/\/bit.ly\/DHPotStocks\" target=\"_blank\" rel=\"noopener noreferrer\">CLICK for list of &#8220;Pot Stocks&#8221;<\/a><\/h3>\n<p>Stocks to watch: CGC, STZ, TLRY, CRON, MJ, NBEV<\/p>\n<\/p>\n<hr \/>\n<div align=\"center\">\n<h4 style=\"text-align: center;\">Love the Show?<br \/>\nThen how about a Donation?<\/h4>\n<form action=\"https:\/\/www.paypal.com\/cgi-bin\/webscr\" method=\"post\" target=\"_top\"><input title=\"PayPal - The safer, easier way to pay online!\" alt=\"Donate\" name=\"submit\" src=\"https:\/\/www.paypal.com\/en_US\/i\/btn\/btn_donateCC_LG.gif\" type=\"image\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.paypal.com\/en_US\/i\/scr\/pixel.gif\" alt=\"\" width=\"1\" height=\"1\" border=\"0\" \/><\/form>\n<\/div>\n<hr \/>\n<h3 style=\"text-align: center;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2013\/08\/dh_CTP.jpg\" alt=\"dh_CTP\" width=\"602\" height=\"122\" \/><\/strong><strong><br \/>\n<a href=\"https:\/\/www.dhunplugged.com\/CTP\/moderna-inc\/\">ANNOUNCING THE Winner !<br \/>\nCTP FOR Moderna, Inc. (MRNA)<\/a><\/strong><\/h3>\n<figure><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2021\/10\/CTP_MRNA.jpg\" \/><\/figure>\n<p style=\"text-align: center;\"><strong>*** NEW INTERACTIVE CHARTS ***<\/strong><\/p>\n<h5 style=\"text-align: center;\"><strong>Winners will be getting great stuff like the new DHUnplugged Shirts (Designed by Jimbo) &#8211;<br \/>\nPLUS a one-of-a-kind DHUnplugged CTP Winner&#8217;s certificate..<br \/>\n<\/strong><\/h5>\n<p style=\"text-align: center;\"><a href=\"http:\/\/tradingview.go2cloud.org\/aff_c?offer_id=2&amp;aff_id=2430&amp;source=DHCTP\"><strong>CLICK HERE FOR MORE CHARTS ON TRADING VIEW<\/strong><\/a><\/p>\n<hr \/>\n<p style=\"text-align: left;\"><span style=\"text-decoration: underline;\"><strong>UPDATE<\/strong><\/span> &#8211; NEW ETF &#8211; Global X Millennials Thematic ETF Challenge!<\/p>\n<p style=\"text-align: left;\">The top holdings of Global X Millennials Thematic ETF (MILN) include stocks many investors would expect, such as <strong>Facebook<\/strong>, <strong>LinkedIn<\/strong> and <strong>Amazon<\/strong>, which take advantage of the tech tendencies of millennials. But some names might be more surprising like real estate investment trusts <strong>AvalonBay Communities<\/strong> and Equity <strong>Residential<\/strong>, and <strong>Home Depot<\/strong>, which could benefit from millennials moving out of the home of their parents.<\/p>\n<p style=\"text-align: left;\">We are creating the <a href=\"https:\/\/www.dhunplugged.com\/dhoci-index-tracking\/\"><span style=\"text-decoration: underline;\"><strong>DH Old Codger Index Portfolio<\/strong><\/span><\/a> to compete against this new ETF to see how &#8220;old school&#8221; stocks do in comparison. Companies in our index will include:<em> (updated names as of 8\/29\/16)<\/em><\/p>\n<p style=\"text-align: left;\">We have the performance summary running (daily and since inception of 5\/6\/16) &#8211; <strong><a href=\"https:\/\/www.dhunplugged.com\/dhoci-index-tracking\/\">DHOCI vs. Millennials ETF Battle<\/a><\/strong><\/p>\n<hr \/>\n<p><strong>\u00a0Corporate Accountability<br \/>\n<\/strong>&#8211; Congress looking to add clawback rules (may or may not get support)<strong><br \/>\n<\/strong>&#8211; In behind-the-scenes enforcement talks with companies, the SEC has already dusted off a narrower clawback power created in 2002 following the Enron and WorldCom accounting scandals, according to four lawyers familiar with the private discussions.<br \/>\n&#8211; That rule allows the SEC to force a public company&#8217;s chief executive or chief financial officer to return bonuses or other incentive-based pay in the event the company restates its results due to misconduct.<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>JCD Score ()<\/strong><\/p>\n<\/p>\n<\/div>\n<\/div>\n<hr \/>\n<p style=\"text-align: center;\">See this week\u2019s stock picks <a href=\"https:\/\/www.dhunplugged.com\/stock-page\/\"><strong>HERE<\/strong><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<hr \/>\n","protected":false},"excerpt":{"rendered":"<p>Back from Africa &#8211; Not the Middle East!<\/p>\n<p>Earnings out &#8211; some of the winners and losers&#8230;<\/p>\n<p>Tesla stock does what???<\/p>\n<p>PLUS we are now on <strong><a href=\"https:\/\/open.spotify.com\/show\/30bQIjH9Gw4es27XYrYKJL\">Spotify<\/a> and <a href=\"https:\/\/music.amazon.com\/podcasts\/79261e60-0492-43c0-b1a2-708ebeb4bd7e\/DH-Unplugged\">Amazon Music\/Podcasts<\/a><\/strong>!<\/p>\n<hr \/>\n<p>Click HERE for Show Notes and Links<\/p>\n<p style=\"text-align: center;\"><strong>DHUnplugged is now streaming live &#8211; with listener chat. Click on link on the right sidebar.<\/strong><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\">Love the Show?<\/h4>\n<p>Then how about a Donation?<\/p>\n<p><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<p><strong>Warm Up<br \/>\n<\/strong>&#8211; Back from Africa &#8211; That is what Egypt says &#8211; not Middle East<br \/>\n&#8212; From Alexandria to Abu Sindel &#8211; Top to Bottom (Nile River Cruise too!)|<br \/>\n&#8211; Earnings &#8211; Looking\u00a0 good for Banks -But what about the rest?<br \/>\n&#8212; Inflation &#8211; BIG Warnings &#8211; Jack Dorsey Said the Hyper Word!<br \/>\n&#8211; SEC claw-backs entering the scene<br \/>\n&#8211; Announcing the Winner of the Moderna CTP!\n<\/p>\n<p><strong>Market Update<\/strong><br \/>\n&#8211; DJIA &#8211; NEW Record, SP500 New Record<br \/>\n&#8211; Tesla &#8211; Massive move on earnings and\u00a0 news of big order!<br \/>\n&#8211; Spec plays ramping &#8211; New Trump SPAC flies high (and then crashes)<br \/>\n&#8211; Facebook earnings and more&#8230;.Microsoft, Twitter, Google, UPS&#8230;.<br \/>\n&#8211; Crude up 25% since September<br \/>\n&#8211; All technical indications are that markets severely overbought<\/p>\n<p><strong>Egypt Update<\/strong><br \/>\n&#8211; Amazing to see pyramids, temples, Sphinx and other sites<br \/>\n&#8211; Hot, a bit dusty<br \/>\n&#8211; Weddings &#8211; like Crazy Rich Asians &#8211; no kidding<br \/>\n&#8211; Hard to find booze<br \/>\n&#8211; Food &#8211; gassy (only thing worthwhile was the morning Ful)<br \/>\n&#8211; Security and police escort with us the whole time<br \/>\n&#8211; Nile River Cruise &#8211; Pretty amazing\u00a0 &#8211; (Down to Aswan from Luxor)<\/p>\n<p><strong>Trump Media Group SPAC<\/strong><br \/>\n&#8211; Announced last week &#8211; stock moves from $10 to $175 over 2 days<br \/>\n&#8211; Rolling in\u00a0 new Social Media Platform &#8211; TRUTH Social<br \/>\n&#8211; TRUTH Social claims it will be a place that &#8220;encourages an open, free, and honest global conversation without discriminating against political ideology.&#8221;<br \/>\n&#8211;\u00a0 https:\/\/www.truthsocial.com\/<br \/>\n&#8211; DWAC<\/p>\n<p><strong>Tesla<\/strong><br \/>\n&#8211; Earnings looking good, some areas of concern, but nothing major<br \/>\n&#8211; BIG order from Hertz &#8211; the company that was bankrupt<br \/>\n&#8211; ORDER UP ! Hertz buying 100,000 Model 3 cars over next year and building network of charging stations<br \/>\n&#8211; Hits the\u00a0 $1 trillion club in market cap<br \/>\n&#8211; ALSO &#8211; price hikes for some of the Tesla line up ($5,000)<\/p>\n<p><strong>Richest Peeps List<\/strong><br \/>\n&#8211; Musk pulls way ahead (Close from Friday!!!!!!!!!!!!!)<br \/>\n&#8211; Musk now worth more than Exxon (and many small countries)<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.dhunplugged.com\" class=\"su-button su-button-style-default\" style=\"color:#FFFFFF;background-color:#2D89EF;border-color:#246ec0;border-radius:5px;-moz-border-radius:5px;-webkit-border-radius:5px\" target=\"_self\" rel=\"noopener\"> <strong>Rich People<\/strong><\/a><\/p>\n<p><strong>Facebook Earnings<\/strong><br \/>\n&#8211; After a spook last week from SnapChat (SNAP &#8211; 25% on earnings outlook due to new Apple privacy settings) Facebook Earnings<br \/>\n&#8211; Good news that it was ot as bad as SNAP &#8211; but still not so great as misses on a few metrics and outlook still concerning.<br \/>\n&#8211; Stock was up 4% after print, faded and reversed lower &#8211; below 200 DMA during regular session<br \/>\n&#8211; Major co0ncern that they are spending big on Metaverse and Apple iOS pivacy settings<br \/>\n&#8211; Zuck starting to really look like a bad man &#8211; really bad man<\/p>\n<p><strong>More Facebook<\/strong><br \/>\n&#8211; Facebook changing name?<br \/>\n&#8211; Rebranding would position Facebook&#8217;s social media app as one of many products under a parent company, which will also oversee groups like Instagram, WhatsApp, Oculus and more, the Verge report added.<\/p>\n<p><strong>Coinage &#8211; Making Moves<\/strong><br \/>\n&#8211; Shiba Inu soared to record highs over the weekend to become the 11th-biggest cryptocurrency by market value.<br \/>\n&#8211; SHIB was up 50% in the 24 hours through 7:45 a.m. New York time on Sunday, according to pricing from CoinGecko.com, and reached a record earlier in that hour.<br \/>\n&#8211; Bitcoin &#8211; hits record after Bitcoin Futures ETF goes live<\/p>\n<p><strong>Robinhood Earnings<\/strong><br \/>\n&#8211; Robinhood Markets reports Q3 (Sep) results, misses on revs; guides Q4 revs below consensus<br \/>\n&#8211; Reports Q3 (Sep) loss of $2.06 per share, may not be comparable to the S&amp;P Capital IQ Consensus of ($0.20); revenues rose 35.4% year\/year to $364.9 mln vs the $437.55 mln S&amp;P Capital IQ Consensus.<br \/>\n&#8211; Monthly Active Users (MAU) increased 76% to 18.9 million, compared with 10.7 million in the third quarter of 2020.<br \/>\n&#8211; Assets Under Custody (AUC) increased 115% to $95 billion, compared with $44 billion in the third quarter of 2020.<br \/>\n&#8211; <em>Crypto activity declined from record highs in the prior quarter, leading to considerably fewer new funded accounts, a slight decline in Net Cumulative Funded Accounts, and lower revenue in the third quarter of 2021 compared with the second quarter of 2021.<\/em><\/p>\n<p><strong>Currency Crush<\/strong><br \/>\n&#8211; Turkey\u2019s lira fell to a record as the country\u2019s latest diplomatic spat gave traders another reason to sell the struggling currency.<br \/>\n&#8211; The lira weakened as much as 1.6% in early Asian trading amid thin liquidity, touching a new low for a third straight day.<br \/>\n&#8212;- AH\u00a0 was\u00a0 in Istanbul Airport last week &#8211; NICE AIRPORT!<\/p>\n<p><strong>China Covid Surge<\/strong><br \/>\n&#8211; Now dealing with Covid Delta+ (same marketing firm as Disney and others with &#8220;+&#8221;)<br \/>\n&#8211; China locked down a county that has seen the most Covid-19 cases in the country\u2019s latest delta outbreak, as an initial flareup in the northwest quickly spirals into a nationwide surge.<br \/>\n&#8211; Ejin, a county in northwestern China\u2019s Inner Mongolia, has asked its 35,700 residents to stay home from Monday and warned of civil and criminal liabilities should anyone disobey the order<\/p>\n<p><strong>On and Off<\/strong><br \/>\n&#8211; PayPal Holdings Inc. said it isn\u2019t pursuing an acquisition of Pinterest Inc., ending days of speculation over a potential $45 billion deal.<br \/>\n&#8211; San Jose, California-based PayPal had approached Pinterest about a potential deal, Bloomberg News reported last week. The companies discussed a potential price of around $70 a share, people with knowledge of the matter said, a price that would have valued Pinterest at about $45 billion.<br \/>\n&#8211; How does this make sense anyway?<\/p>\n<p><strong>Inflation<\/strong><br \/>\n&#8211; Paul Tudor Jones is really concerned inflation will be getting out of hand<br \/>\n&#8211; Jack Dorsey says Hyper Inflation is here and will spread across the world<br \/>\n&#8211; Fed thinks it is temporary<br \/>\n&#8211; Numbers show big\u00a0 issue as prices continue to climb and outlook for supply chain worsens<br \/>\n&#8211; Yellen says: We may have inflation here for a bit longer, but sees getting back to normal levels by mid to end of 2022<br \/>\n&#8212;- Yellen also says: US Not Losing Control of Inflation (not good&#8230;..)<br \/>\n&#8211; Cathy Wood Disputed hyper-inflation &#8211; prices to fall after holidays<br \/>\n&#8212;&#8220;In 2008-09, when the Fed started quantitative easing, I thought that inflation would take off. I was wrong. Instead, velocity &#8211; the rate at which money turns over per year &#8211; declined, taking away its inflationary sting. Velocity still is falling,&#8221; Wood said in a tweet.<\/p>\n<p><strong>Fed Rate Hike Update<\/strong><br \/>\n&#8211; Rate Hike Probabilities: Looks like pricing in 2 hikes by December of 2022.\u00a0 The highest probability of a first rate hike at the June 2022 meeting at 59.1% and a 51% chance of 2 hikes by November of 2022.<\/p>\n<\/p>\n<p><strong>Fed Trading Update<\/strong><br \/>\n&#8211; HA! The Boston Federal Reserve will not release documents that could show whether its former president vetted a series of personal investments last year with its ethics officer.<br \/>\n&#8211; New rules<br \/>\n&#8211; The Fed announced Thursday that its policymakers and senior staff would be barred from investing in individual stocks and bonds. They would also have to provide 45 days&#8217; advance notice of any trade and receive prior approval from ethics officials. And they would have to hold the investments for at least a year.<br \/>\n&#8211; The new rules, which have yet to be implemented, would also require Fed officials to publicly disclose all financial transactions within 30 days, and would bar trading during periods of &#8220;heightened financial market stress.&#8221;<br \/>\n&#8211; PREDICTION: NO ACTION WILL BE TAKEN AGAINST THOSE WHO RECENTLY PROFITED<\/p>\n<p><strong>UPS &#8211; Profiting<\/strong><br \/>\n&#8211; United Parcel Service reported a 23% rise in quarterly profit on Tuesday, bolstered by high e-commerce demand that has allowed the delivery firm to raise shipping prices and cherry-pick more profitable customers.<br \/>\n&#8211; UPS&#8217; third-quarter operating profit rose to about $2.9 billion, or $2.65 per share, from $2.36 billion, or $2.24 per share, it had reported a year earlier.<\/p>\n<p><strong>\u00a0Where to Get Advice?<br \/>\n<\/strong>&#8211; Millions of South Koreans have jumped into stock market trading over the past year with their enthusiasm feeding off a new market force &#8211; popular investment channels on YouTube.<br \/>\n&#8211; The country last year saw a stunning 49% jump in the number of people investing in domestic stocks to 9.14 million, about 18% of the population, industry data shows.<br \/>\n&#8211; Retail investors have now become the biggest force in the South Korean stock market.<\/p>\n<p><strong>Case Shiller 20 Home Price Index<\/strong><br \/>\n&#8211; Up 20% YoY<br \/>\n&#8211; 20%!<\/p>\n<p><strong>Tax Plan\/Stimulus Update<\/strong><br \/>\n&#8211; Dems totally out of their league &#8211; cannot get anything done.<br \/>\n&#8211; Promises are broken, deal just to get a deal at this point &#8211; no substance<br \/>\n&#8211; Looking pathetic and weak<br \/>\n&#8211; Everything is seemingly about Manchin&#8230;.<\/p>\n<p style=\"text-align: center;\">\u00a0<\/p>\n<\/p>\n<hr \/>\n<p><strong>420 Stocks &#8230;<br \/>\n<\/strong><\/p>\n<h3 style=\"text-align: center;\"><a href=\"http:\/\/bit.ly\/DHPotStocks\" target=\"_blank\" rel=\"noopener noreferrer\">CLICK for list of &#8220;Pot Stocks&#8221;<\/a><\/h3>\n<p>Stocks to watch: CGC, STZ, TLRY, CRON, MJ, NBEV<\/p>\n<\/p>\n<hr \/>\n<h4 style=\"text-align: center;\">Love the Show?<br \/>\nThen how about a Donation?<\/h4>\n<p><\/p>\n<hr \/>\n<h3 style=\"text-align: center;\"><strong><\/strong><strong><br \/>\n<a href=\"https:\/\/www.dhunplugged.com\/CTP\/moderna-inc\/\">ANNOUNCING THE Winner !<br \/>\nCTP FOR Moderna, Inc. (MRNA)<\/a><\/strong><\/h3>\n<p style=\"text-align: center;\"><strong>*** NEW INTERACTIVE CHARTS ***<\/strong><\/p>\n<h5 style=\"text-align: center;\"><strong>Winners will be getting great stuff like the new DHUnplugged Shirts (Designed by Jimbo) &#8211;<br \/>\nPLUS a one-of-a-kind DHUnplugged CTP Winner&#8217;s certificate..<br \/>\n<\/strong><\/h5>\n<p style=\"text-align: center;\"><a href=\"http:\/\/tradingview.go2cloud.org\/aff_c?offer_id=2&amp;aff_id=2430&amp;source=DHCTP\"><strong>CLICK HERE FOR MORE CHARTS ON TRADING VIEW<\/strong><\/a><\/p>\n<hr \/>\n<p style=\"text-align: left;\"><strong>UPDATE<\/strong> &#8211; NEW ETF &#8211; Global X Millennials Thematic ETF Challenge!<\/p>\n<p style=\"text-align: left;\">The top holdings of Global X Millennials Thematic ETF (MILN) include stocks many investors would expect, such as <strong>Facebook<\/strong>, <strong>LinkedIn<\/strong> and <strong>Amazon<\/strong>, which take advantage of the tech tendencies of millennials. But some names might be more surprising like real estate investment trusts <strong>AvalonBay Communities<\/strong> and Equity <strong>Residential<\/strong>, and <strong>Home Depot<\/strong>, which could benefit from millennials moving out of the home of their parents.<\/p>\n<p style=\"text-align: left;\">We are creating the <a href=\"https:\/\/www.dhunplugged.com\/dhoci-index-tracking\/\"><strong>DH Old Codger Index Portfolio<\/strong><\/a> to compete against this new ETF to see how &#8220;old school&#8221; stocks do in comparison. Companies in our index will include:<em> (updated names as of 8\/29\/16)<\/em><\/p>\n<p style=\"text-align: left;\">We have the performance summary running (daily and since inception of 5\/6\/16) &#8211; <strong><a href=\"https:\/\/www.dhunplugged.com\/dhoci-index-tracking\/\">DHOCI vs. Millennials ETF Battle<\/a><\/strong><\/p>\n<hr \/>\n<p><strong>\u00a0Corporate Accountability<br \/>\n<\/strong>&#8211; Congress looking to add clawback rules (may or may not get support)<strong><br \/>\n<\/strong>&#8211; In behind-the-scenes enforcement talks with companies, the SEC has already dusted off a narrower clawback power created in 2002 following the Enron and WorldCom accounting scandals, according to four lawyers familiar with the private discussions.<br \/>\n&#8211; That rule allows the SEC to force a public company&#8217;s chief executive or chief financial officer to return bonuses or other incentive-based pay in the event the company restates its results due to misconduct.<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>JCD Score ()<\/strong><\/p>\n<\/p>\n<hr \/>\n<p style=\"text-align: center;\">See this week\u2019s stock picks <a href=\"https:\/\/www.dhunplugged.com\/stock-page\/\"><strong>HERE<\/strong><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<hr \/>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[272,12,28],"tags":[271],"class_list":["post-54966","post","type-post","status-publish","format-standard","hentry","category-dh-unplugged-media","category-markets","category-media","tag-dh-unplugged","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/54966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=54966"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/54966\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=54966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=54966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=54966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}