DHUnplugged #659: Summer Doldrums

Make it or break it time – earnings season is right ahead… Fed heads – 8 speakers this week. Tesla – blows away delivery estimates – what that means for profitability. Change of direction for this currency? What the players expect. 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? <br /> <br /> <br /> Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up<br /> - It is make or break - Earnings season is here<br /> - Hot weather and hot inflation<br /> - 8 Fed Speakers this week<br /> - CPI data Wednesday - expected to be soft - Base effect<br /> - Summer Doldrums but a Buying Frenzy!<br /> Market Update<br /> - Resilient - that's the word<br /> - Eco divergence as employment stays strong<br /> - Tech in the lead - But Banks ALL pass stress tests<br /> - Europe favored over US on valuations (new analyst call)<br /> - Big best on rising USD being reversed AI<br /> - Party’s over for ChatGPT Plus subscribers as OpenAI announced it has temporarily disabled the Browse with Bing beta tool from its service.<br /> - Apparently, people used the feature to completely bypass paywalls and consume content for free.<br /> - If a user specifically asks for a URL’s full text,” the AI will fulfill the request, including displaying content from paywalled articles<br /> - How did it avoid the paywall?<br /> ---- Some paywalls are simply pasted over” articles, ChatGPT could simply read the code rendering the text and display the content without a problem. META<br /> - New Threads is threat to Twitter<br /> ---Twitter has degraded severly since Musk took over (IN AH opinion)<br /> - META stock on fire, 100 million accounts created already<br /> - Twitter is threatening to sue (of course) West Wing Scandal?<br /> - White powder was found in the White House last week<br /> - Turned out to be Cocaine...<br /> - - Who leaved a stash of coke anywhere - much less the White House? Best Stock Market<br /> - This year (to date) ???<br /> - Zimbabwe<br /> ---- 5, 10, 20% daily gains<br /> - Up 800% YTD<br /> - Argentina up only 100% in