{"id":55203,"date":"2022-03-30T03:18:00","date_gmt":"2022-03-30T07:18:00","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=55203"},"modified":"2022-03-30T03:18:00","modified_gmt":"2022-03-30T07:18:00","slug":"dhunplugged-600-upside-the-head","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2022\/03\/30\/dhunplugged-600-upside-the-head\/","title":{"rendered":"DHUnplugged 600: Upside The Head"},"content":{"rendered":"<p>Markets getting a kick out of Biden&#8217;s lean in and walk back.<img loading=\"lazy\" decoding=\"async\" class=\"alignright\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2022\/03\/dh_600_banner.jpg\" width=\"332\" height=\"221\" \/><\/p>\n<p>Will Smith &#8211; what was that?<\/p>\n<p>Yields invert &#8211; 10Year hits 2.5%<\/p>\n<p>Oil crumbles on the China lockdowns &#8211; everything is backasswards.<\/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-19338\"><\/span><\/p>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus-circle 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; Strong Finish for the month<br \/>\n&#8211; Biden leans in and walks back<br \/>\n&#8211; North Korea stirring the pot<br \/>\n&#8211; China &#8211; more lockdowns (Supply chain going to break)<br \/>\n&#8211; LIMERICKS!<br \/>\n&#8211; Announcing the Winner of the CTP for URA<\/span><\/span><\/p>\n<p><strong>Market Update<\/strong><br \/>\n&#8211; Yields &#8211; inversion across most of curve<br \/>\n&#8211; Shrugging all hots off like Chris Rock &#8211; What a pro&#8230; (End of stand up)<br \/>\n&#8211; Crude oil drops 7% on China Shanghai lock-down news<br \/>\n&#8211; Apple says big drop in output needed &#8211; stock barely budges (ends higher on\u00a0 the news)<br \/>\n&#8211; Lots of talk about taxing unrealized gains as well as moves against buybacks<br \/>\n&#8211; Strong month &#8211; markets up &gt; 3% (Looks like window dressing and short unravel)<br \/>\n&#8212;*** KRI HITS +6 this morning &#8211; OVERHEAT<br \/>\n&#8212; 2\/10 invert for a minute today (Cease Fire = higher chance of Fed rate hike)<\/p>\n<p><strong>KRI Update<\/strong><br \/>\n&#8211; Was +6 this morning (Closed at +5)<br \/>\n&#8211; The overall market, as measured by the KRI algorithm, is nearing a <strong>critical<\/strong> level of being <strong>overheated. <\/strong>The potential for a key reversal is high over the next few days.<br \/>\n&#8211; Caution with respect to long side is warranted. Evaluate long positions, tighten stops and consider reducing overall long exposure or hedge out risk in the near-term.<\/p>\n<div id=\"page-container\" class=\"et-animated-content\">\n<div id=\"main-content\">\n<article id=\"post-1042\" class=\"post-1042 page type-page status-publish hentry category-tsp\">\n<div class=\"entry-content\">\n<div id=\"et-boc\" class=\"et-boc\">\n<div class=\"et-l et-l--post\">\n<div class=\"et_builder_inner_content et_pb_gutters3\">\n<div class=\"et_pb_section et_pb_section_0 trigger_product et_pb_fullwidth_section et_section_regular\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<p><strong>Will Smith &#8211; Real or Fake?<\/strong><\/p>\n<p><strong>Markets Moving on this?<\/strong><br \/>\n&#8211; Russia is prepared to allow Ukraine join EU as part of ceasefire talks as long as it doesn&#8217;t join NATO<br \/>\n&#8211; Something off with markets &#8211; rallying like cease fire will fix all&#8230; But:<br \/>\n&#8211; &#8211; Quicker rate hikes more likely<br \/>\n&#8212; No change in impact from oil prices<\/p>\n<p><strong>Shanghai Lockdown<\/strong><br \/>\n&#8211; Shanghai&#8217;s city government said on Sunday all firms and factories would suspend manufacturing or have people work remotely in a two-stage lockdown over nine days, after the city reported a new daily record for asymptomatic COVID-19 infections<br \/>\n&#8211; Oil Dropped big time on this ans some softening<br \/>\n&#8211; Sapping fuel demand further, public transport, including ride-hailing services, will also be suspended during the lockdown.<\/p>\n<p><strong>Fighting Words<\/strong><br \/>\n&#8211; U.S. President Joe Biden said that Russia&#8217;s leader Vladimir Putin &#8220;cannot remain in power&#8221; in Poland over the weekend<br \/>\n&#8211; Biden&#8217;s comments on Saturday, including a statement earlier in the day calling Putin a &#8220;butcher&#8221;<br \/>\n&#8211; Frantic walk back after the comment &#8211; but it seems that most buying the twist of what was said.<\/p>\n<p><strong>M&amp;A News<\/strong><br \/>\n&#8211; HP Inc said on Monday it would buy audio and video products maker Poly (aka Plantronics) for $1.7 billion in cash, a move that would help it take advantage of the electronic products boom sparked by hybrid working.<br \/>\n&#8211; The deal offers $40 for each share of Poly, a premium of about 53% to the company&#8217;s last closing price.<\/p>\n<p><strong>Come on&#8230;<\/strong><br \/>\n&#8211; Huawei Technologies on Monday reported asset sale gains helped lift profit 76% in 2021, turning in its first set of results under Chief Financial Officer Meng Wanzhou since she returned to China last year after nearly three years&#8217; detention in Canada.<br \/>\n&#8211; In its biggest-ever annual gain, net profit rose to 113.7 billion yuan ($17.8 billion), the smartphone and computer giant said.<br \/>\n&#8211; Revenue skidded 29% to 636.8 billion yuan, in line with Huawei&#8217;s previous forecast in December<br \/>\n&#8212;- Asset gains are legit, but need to be stripped out (Bad reporting)<\/p>\n<p><strong>Meanwhile<\/strong><br \/>\n&#8211; Apple reportedly cutting production on Airpods and some iPhones &#8211; demand issues<br \/>\n&#8211; Apple is preparing a hardware subscription service for iPhones that could launch as soon as the end of this year, Bloomberg reported Thursday.<br \/>\n&#8211; The service would allow customers to buy an iPhone through monthly payments, similar to how users currently subscribe to iCloud<br \/>\n&#8211; BUT &#8211; Stock almost back to all-time high price<\/p>\n<p><strong>More Games<\/strong><br \/>\n&#8211; In an effort to continue staying relavant&#8230;..<br \/>\n&#8211; Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday, sending its shares up 5% before the bell.<br \/>\n&#8211; Musk tweeting about wanting to give this as a form of a dividend.<br \/>\n&#8212;- Must be something in this for him &#8211; seems odd (aside from the pump factor)<br \/>\n&#8211; A stock dividend is a dividend paid to shareholders in the form of additional company shares instead of cash. These dividends do not affect the value of a company, but they dilute its share price.<\/p>\n<p><strong>More Musk &#8211; Always More Musk<\/strong><br \/>\n&#8211; Musk is giving &#8220;serious thought&#8221; to building a new social media platform<br \/>\n&#8211; He put out a Twitter poll asking users if they believed Twitter adheres to the principle of free speech, to which over 70% voted &#8220;no&#8221;.<br \/>\n&#8211; Thoughts?<\/p>\n<p><strong>Biden and Tax the Rich<\/strong><br \/>\n&#8211; U.S. President Joe Biden will propose a minimum tax on billionaires as part of the fiscal 2023 budget that is expected to be unveiled on Monday, a document released by the White House showed.<br \/>\n&#8211; Biden&#8217;s &#8220;<strong>Billionaire<\/strong> Minimum Income Tax&#8221; would set a 20% minimum tax rate on households worth more than <strong>$100 million<\/strong>, in a plan that would mostly target the United States&#8217; more than 700 billionaires, according to a White House fact sheet released on Saturday.<br \/>\n&#8211; The plan would require such households to pay the minimum tax of 20% on all of their income including unrealized investment income that is now untaxed<br \/>\n&#8211; The tax will help reduce the budget deficit by about $360 billion in the next decade<br \/>\n&#8211; Markets rollover over hard when plan announced Monday &#8211; But recovered soon after (Assume that no one think this gets done)<\/p>\n<p><strong>The End of Globalization<\/strong><br \/>\n&#8211; We have discussed Selective Isolationism<br \/>\n&#8211; Larry Fink, CEO and chairman of the world&#8217;s biggest asset manager, BlackRock, said Russia&#8217;s invasion of Ukraine has upended the world order that had been in place since the end of the Cold War.<br \/>\n&#8211; The Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades<br \/>\n&#8211; It has left many communities and people feeling isolated and looking inward. I believe this has exacerbated the polarization and extremist behavior we are seeing across society today.<br \/>\n&#8211; (No credit to us for coining the phrase)<\/p>\n<p><strong>AMC APES<\/strong><br \/>\n&#8211; AMC Entertainment Holdings Inc Chief Executive Adam Aron said the movie-theater chain would embark on more &#8220;transformational&#8221; deals to capitalize on the interest of retail investors following its bet on a troubled gold and silver mine operator.<br \/>\n&#8211; Stock up 25% Monday &#8211; Been hovering around 17 for a while &#8211; Now $25.50<br \/>\n&#8211; In other words, MEME stock now being pumped by their own management<br \/>\n&#8211; Use &#8220;interest of retail investors&#8221; as a BUY SIGNAL for the stock (Crowd Mania)<br \/>\n&#8211; ALSO &#8211; GameStop up 14% Onnday &#8211; Recently as low as $85, now $175<br \/>\n***** War, Pandemic, Other End-of-Life Scenarios obviously brings out the &#8220;What the Hell ,What&#8217;s To Lose&#8221; investment theory<\/p>\n<p><strong>Unintended Consequences<\/strong><br \/>\n&#8211; NEON!<br \/>\n&#8211; Neon is required for the lasers that are used in a chip production process known as lithography, where machines carve patterns onto tiny pieces of silicon made by the likes of Samsung, Intel and TSMC.<br \/>\n&#8211; More than half of the world&#8217;s neon is produced by a handful of companies in Ukraine<br \/>\n&#8211; Those companies include Mariupol-based Ingas, as well as Cryoin and Iceblick, which are based in Odesa.<br \/>\n&#8211; With world-leading Ukrainian firms having shuttered their operations, neon production is now set to fall off a cliff as the conflict drags on.<\/p>\n<p><strong><del>Peapod\u00a0<\/del>\u00a0 Instacart<\/strong><br \/>\n&#8211; Instacart said it&#8217;s slashing its valuation by almost 40% to about $24 billion, to reflect this year&#8217;s selloff in technology stocks.<br \/>\n&#8211; Instacart said its business outlook remains strong, adding that it has more than $1 billion in cash in the bank. The company is also trying to expand beyond its core marketplace, <a id=\"reader.external-link.num-7\" href=\"https:\/\/urldefense.com\/v3\/__https:\/www.instacart.com\/company\/updates\/the-instacart-platform-powering-the-future-of-grocery\/__;!!PIZeeW5wscynRQ!4_UzdNz3rc064-1P9VXgb9BMiPhvTvqYX3gv7uHDSIr9QkzZCa-6q-6jyiGf-BaOFC7q%24\" target=\"_blank\" rel=\"noopener noreferrer\">announcing<\/a> this week a software suite to sell to supermarkets, along with a fulfillment service called Carrot Warehouses, which is intended to help grocers offer 15-minute delivery.<\/p>\n<p><strong>FedEx<\/strong><br \/>\n&#8211; Founder Fred Smith (Came up with idea in 1970&#8217;s) stepping down as CEO (Remains on Board)<br \/>\n&#8211; Company has been lagging of late behind rival UPS<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ff0000;\">\u00a0<\/span><\/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<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><a href=\"https:\/\/www.dhunplugged.com\/CTP\/global-x-uranium-etf\/\">ANNOUNCING\u00a0 THE WINNER &#8211; CLOSEST TO THE PIN<br \/>\n<span data-sheets-value=\"&quot;1&quot;:2,&quot;2&quot;:&quot;Global X Uranium ETF&quot;\" data-sheets-userformat=\"&quot;2&quot;:4224,&quot;10&quot;:2,&quot;15&quot;:&quot;arial,sans,sans-serif&quot;\" data-sheets-formula=\"=GOOGLEFINANCE(R[0]C[-1], &quot;name&quot;)\">Global X Uranium ETF<\/span><\/a><\/strong><\/h3>\n<figure><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2022\/03\/URA_CTP_FINAL.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><del><strong>LIMERICKS<\/strong><\/del><\/p>\n<p><del><strong>Matthew Taylor<\/strong><\/del><br \/>\n<del>The rate hikes are coming it\u2019s true<\/del><br \/>\n<del>Powell\u2019s saying the party is through<\/del><br \/>\n<del>As shrinkflation gets worse<\/del><br \/>\n<del>We must shorten our verse<\/del><br \/>\n<del>Next week: Fed inspired haiku<\/del><\/p>\n<p><strong>\u00a0Grade ( )<br \/>\n<\/strong><\/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>Markets getting a kick out of Biden&#8217;s lean in and walk back.<\/p>\n<p>Will Smith &#8211; what was that?<\/p>\n<p>Yields invert &#8211; 10Year hits 2.5%<\/p>\n<p>Oil crumbles on the China lockdowns &#8211; everything is backasswards.<\/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; Strong Finish for the month<br \/>\n&#8211; Biden leans in and walks back<br \/>\n&#8211; North Korea stirring the pot<br \/>\n&#8211; China &#8211; more lockdowns (Supply chain going to break)<br \/>\n&#8211; LIMERICKS!<br \/>\n&#8211; Announcing the Winner of the CTP for URA<\/p>\n<p><strong>Market Update<\/strong><br \/>\n&#8211; Yields &#8211; inversion across most of curve<br \/>\n&#8211; Shrugging all hots off like Chris Rock &#8211; What a pro&#8230; (End of stand up)<br \/>\n&#8211; Crude oil drops 7% on China Shanghai lock-down news<br \/>\n&#8211; Apple says big drop in output needed &#8211; stock barely budges (ends higher on\u00a0 the news)<br \/>\n&#8211; Lots of talk about taxing unrealized gains as well as moves against buybacks<br \/>\n&#8211; Strong month &#8211; markets up &gt; 3% (Looks like window dressing and short unravel)<br \/>\n&#8212;*** KRI HITS +6 this morning &#8211; OVERHEAT<br \/>\n&#8212; 2\/10 invert for a minute today (Cease Fire = higher chance of Fed rate hike)<\/p>\n<p><strong>KRI Update<\/strong><br \/>\n&#8211; Was +6 this morning (Closed at +5)<br \/>\n&#8211; The overall market, as measured by the KRI algorithm, is nearing a <strong>critical<\/strong> level of being <strong>overheated. <\/strong>The potential for a key reversal is high over the next few days.<br \/>\n&#8211; Caution with respect to long side is warranted. Evaluate long positions, tighten stops and consider reducing overall long exposure or hedge out risk in the near-term.<\/p>\n<p><strong>Will Smith &#8211; Real or Fake?<\/strong><\/p>\n<p><strong>Markets Moving on this?<\/strong><br \/>\n&#8211; Russia is prepared to allow Ukraine join EU as part of ceasefire talks as long as it doesn&#8217;t join NATO<br \/>\n&#8211; Something off with markets &#8211; rallying like cease fire will fix all&#8230; But:<br \/>\n&#8211; &#8211; Quicker rate hikes more likely<br \/>\n&#8212; No change in impact from oil prices<\/p>\n<p><strong>Shanghai Lockdown<\/strong><br \/>\n&#8211; Shanghai&#8217;s city government said on Sunday all firms and factories would suspend manufacturing or have people work remotely in a two-stage lockdown over nine days, after the city reported a new daily record for asymptomatic COVID-19 infections<br \/>\n&#8211; Oil Dropped big time on this ans some softening<br \/>\n&#8211; Sapping fuel demand further, public transport, including ride-hailing services, will also be suspended during the lockdown.<\/p>\n<p><strong>Fighting Words<\/strong><br \/>\n&#8211; U.S. President Joe Biden said that Russia&#8217;s leader Vladimir Putin &#8220;cannot remain in power&#8221; in Poland over the weekend<br \/>\n&#8211; Biden&#8217;s comments on Saturday, including a statement earlier in the day calling Putin a &#8220;butcher&#8221;<br \/>\n&#8211; Frantic walk back after the comment &#8211; but it seems that most buying the twist of what was said.<\/p>\n<p><strong>M&amp;A News<\/strong><br \/>\n&#8211; HP Inc said on Monday it would buy audio and video products maker Poly (aka Plantronics) for $1.7 billion in cash, a move that would help it take advantage of the electronic products boom sparked by hybrid working.<br \/>\n&#8211; The deal offers $40 for each share of Poly, a premium of about 53% to the company&#8217;s last closing price.<\/p>\n<p><strong>Come on&#8230;<\/strong><br \/>\n&#8211; Huawei Technologies on Monday reported asset sale gains helped lift profit 76% in 2021, turning in its first set of results under Chief Financial Officer Meng Wanzhou since she returned to China last year after nearly three years&#8217; detention in Canada.<br \/>\n&#8211; In its biggest-ever annual gain, net profit rose to 113.7 billion yuan ($17.8 billion), the smartphone and computer giant said.<br \/>\n&#8211; Revenue skidded 29% to 636.8 billion yuan, in line with Huawei&#8217;s previous forecast in December<br \/>\n&#8212;- Asset gains are legit, but need to be stripped out (Bad reporting)<\/p>\n<p><strong>Meanwhile<\/strong><br \/>\n&#8211; Apple reportedly cutting production on Airpods and some iPhones &#8211; demand issues<br \/>\n&#8211; Apple is preparing a hardware subscription service for iPhones that could launch as soon as the end of this year, Bloomberg reported Thursday.<br \/>\n&#8211; The service would allow customers to buy an iPhone through monthly payments, similar to how users currently subscribe to iCloud<br \/>\n&#8211; BUT &#8211; Stock almost back to all-time high price<\/p>\n<p><strong>More Games<\/strong><br \/>\n&#8211; In an effort to continue staying relavant&#8230;..<br \/>\n&#8211; Tesla Inc will seek investor approval to increase its number of shares to enable a stock split in the form of a dividend, the electric-car maker said on Monday, sending its shares up 5% before the bell.<br \/>\n&#8211; Musk tweeting about wanting to give this as a form of a dividend.<br \/>\n&#8212;- Must be something in this for him &#8211; seems odd (aside from the pump factor)<br \/>\n&#8211; A stock dividend is a dividend paid to shareholders in the form of additional company shares instead of cash. These dividends do not affect the value of a company, but they dilute its share price.<\/p>\n<p><strong>More Musk &#8211; Always More Musk<\/strong><br \/>\n&#8211; Musk is giving &#8220;serious thought&#8221; to building a new social media platform<br \/>\n&#8211; He put out a Twitter poll asking users if they believed Twitter adheres to the principle of free speech, to which over 70% voted &#8220;no&#8221;.<br \/>\n&#8211; Thoughts?<\/p>\n<p><strong>Biden and Tax the Rich<\/strong><br \/>\n&#8211; U.S. President Joe Biden will propose a minimum tax on billionaires as part of the fiscal 2023 budget that is expected to be unveiled on Monday, a document released by the White House showed.<br \/>\n&#8211; Biden&#8217;s &#8220;<strong>Billionaire<\/strong> Minimum Income Tax&#8221; would set a 20% minimum tax rate on households worth more than <strong>$100 million<\/strong>, in a plan that would mostly target the United States&#8217; more than 700 billionaires, according to a White House fact sheet released on Saturday.<br \/>\n&#8211; The plan would require such households to pay the minimum tax of 20% on all of their income including unrealized investment income that is now untaxed<br \/>\n&#8211; The tax will help reduce the budget deficit by about $360 billion in the next decade<br \/>\n&#8211; Markets rollover over hard when plan announced Monday &#8211; But recovered soon after (Assume that no one think this gets done)<\/p>\n<p><strong>The End of Globalization<\/strong><br \/>\n&#8211; We have discussed Selective Isolationism<br \/>\n&#8211; Larry Fink, CEO and chairman of the world&#8217;s biggest asset manager, BlackRock, said Russia&#8217;s invasion of Ukraine has upended the world order that had been in place since the end of the Cold War.<br \/>\n&#8211; The Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades<br \/>\n&#8211; It has left many communities and people feeling isolated and looking inward. I believe this has exacerbated the polarization and extremist behavior we are seeing across society today.<br \/>\n&#8211; (No credit to us for coining the phrase)<\/p>\n<p><strong>AMC APES<\/strong><br \/>\n&#8211; AMC Entertainment Holdings Inc Chief Executive Adam Aron said the movie-theater chain would embark on more &#8220;transformational&#8221; deals to capitalize on the interest of retail investors following its bet on a troubled gold and silver mine operator.<br \/>\n&#8211; Stock up 25% Monday &#8211; Been hovering around 17 for a while &#8211; Now $25.50<br \/>\n&#8211; In other words, MEME stock now being pumped by their own management<br \/>\n&#8211; Use &#8220;interest of retail investors&#8221; as a BUY SIGNAL for the stock (Crowd Mania)<br \/>\n&#8211; ALSO &#8211; GameStop up 14% Onnday &#8211; Recently as low as $85, now $175<br \/>\n***** War, Pandemic, Other End-of-Life Scenarios obviously brings out the &#8220;What the Hell ,What&#8217;s To Lose&#8221; investment theory<\/p>\n<p><strong>Unintended Consequences<\/strong><br \/>\n&#8211; NEON!<br \/>\n&#8211; Neon is required for the lasers that are used in a chip production process known as lithography, where machines carve patterns onto tiny pieces of silicon made by the likes of Samsung, Intel and TSMC.<br \/>\n&#8211; More than half of the world&#8217;s neon is produced by a handful of companies in Ukraine<br \/>\n&#8211; Those companies include Mariupol-based Ingas, as well as Cryoin and Iceblick, which are based in Odesa.<br \/>\n&#8211; With world-leading Ukrainian firms having shuttered their operations, neon production is now set to fall off a cliff as the conflict drags on.<\/p>\n<p><strong>Peapod\u00a0\u00a0 Instacart<\/strong><br \/>\n&#8211; Instacart said it&#8217;s slashing its valuation by almost 40% to about $24 billion, to reflect this year&#8217;s selloff in technology stocks.<br \/>\n&#8211; Instacart said its business outlook remains strong, adding that it has more than $1 billion in cash in the bank. The company is also trying to expand beyond its core marketplace, <a id=\"reader.external-link.num-7\" href=\"https:\/\/urldefense.com\/v3\/__https:\/www.instacart.com\/company\/updates\/the-instacart-platform-powering-the-future-of-grocery\/__;!!PIZeeW5wscynRQ!4_UzdNz3rc064-1P9VXgb9BMiPhvTvqYX3gv7uHDSIr9QkzZCa-6q-6jyiGf-BaOFC7q%24\" target=\"_blank\" rel=\"noopener noreferrer\">announcing<\/a> this week a software suite to sell to supermarkets, along with a fulfillment service called Carrot Warehouses, which is intended to help grocers offer 15-minute delivery.<\/p>\n<p><strong>FedEx<\/strong><br \/>\n&#8211; Founder Fred Smith (Came up with idea in 1970&#8217;s) stepping down as CEO (Remains on Board)<br \/>\n&#8211; Company has been lagging of late behind rival UPS<\/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><a href=\"https:\/\/www.dhunplugged.com\/CTP\/global-x-uranium-etf\/\">ANNOUNCING\u00a0 THE WINNER &#8211; CLOSEST TO THE PIN<br \/>\nGlobal X Uranium ETF<\/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>LIMERICKS<\/strong><\/p>\n<p><strong>Matthew Taylor<\/strong><br \/>\nThe rate hikes are coming it\u2019s true<br \/>\nPowell\u2019s saying the party is through<br \/>\nAs shrinkflation gets worse<br \/>\nWe must shorten our verse<br \/>\nNext week: Fed inspired haiku<\/p>\n<p><strong>\u00a0Grade ( )<br \/>\n<\/strong><\/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-55203","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\/55203","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=55203"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55203\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=55203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=55203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=55203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}