POPULARITY
End of year gameplan - Is a Santa Rally in the cards - or have we seen the last of that for a while? Oil on the move - new sanctions against Russia... The yield curve inversion is very telling. Employment Report - Stronger than anticipated. The economy isn't slowing enough. 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 Warm Up - Monkeys can breath a sigh of relief - Marital Affair - just don't vaca in Indonesia - Santa Rally or Grinch-Off? - Employment report - not slowing enough - Apple - On and Off of Twitter Market Update - November - Good Start to EOY Seasonality - Rates down (4.25% -> 3.50% on 10YR) - Yield Curve Inversion - Oil Prices DOWN - even on latest Europe news of Price caps - Overextended excitement post Powell speech - starting to fade Economy Picking Up Steam? (October Numbers) - New orders for durable goods rose 1.1% m/m in October after increasing 0.2% in September. - New orders for nondurable goods increased 1.0% m/m in October after increasing 0.3% in September. - Nondefense capital goods orders, excluding aircraft -- a proxy for business spending -- were up 0.6% m/m in October after declining 0.7% in September. - Good news = Bad news Yield Curve Current Curve Inversion - Inversion at this magnitude is tough on economy - Banks slow lending - Less money to be made by developers (traditional users of leverage) - An inverted yield curve in U.S. Treasuries has predicted every recession since 1955, with only one false signal during that time. China - Re-Opening or False Hope? - Stocks - especially Hong Kong (Hang Seng) up 4.5% overnight as hope for new rules mean China relaxing - Looks like HOPE that China is going to all of a sudden reverse all of their recent policies. Tesla - Slowing - Bloomberg broke a story that the electric vehicle maker is cutting its December Model Y production by 20% at its Shanghai plant. - Of course Telsa rebutting that pretty fast - The report also comes on the heels of a 5-10% price cut in October for TSLA's Model 3 and Model Y in China, and this ominous tweet from Elon Musk on November 30: "Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession." - BUT - Some buyers in the U.S. are holding off on making a purchase until January 1, when the new $7,500 tax credit kicks in. Therefore, any weakness seen in December could be made up in January as buyers look to take advantage of the incentives. MPOX - New name and Out of Sight - Mpox is expected to no longer be considered a public health emergency in the United States from Feb. 1, 2023, the U.S. health department said on Friday. - The months-long declaration was meant to tackle the largest-ever outbreak of cases in the country. - The move signals that the crisis, which led to a spate of cases mostly among men who have sex with men, has come under control and would no longer require an emergency status meant to shore up funding and tools to fight the disease. Interested in this... - Hoka sneakers? --- Like walking on pillows - Owned by? Deckers (UGG Shoes) - DECK symbol - Stock has held up pretty well this year Another Stock Idea - IBKR - was promoted in Barron's over the weekend - The electronic brokerage firm, which offers active investors sophisticated trading tools and low commissions, recently reported third-quarter adjusted earnings per share of $1.08, handily beating the consensus estimate of 96 cents. Net revenue of $847 million set a quarterly record, too, rising 18% quarter over quarter, and 30% year over year. - Stock in good position, slightly down on year - Multiple currencies,
Joel – The Great available on Hulu Remi available on Hulu Search Party available on HBO The Mandalorian available on Disney+ WandaVision available on Disney+ Wolfwalkers available on Apple+ Nomad: In the Footsteps of Bruce Chatwin (Herzog) available for rental Soul available on Disney+ Our Time Will Come available for rental Trial of the Chicago 7 available on Netflix Mank available on Netflix Ma Rainey's Black Bottom available on Netflix Fences available for rental Ghost in the Shell available for rental Never Rarely Sometimes Always available on HBO His House available on Netflix Muppet Treasure Island available on Disney+ Bethany – Hilda S2 available on Netflix The Leftovers available on HBO Heaven's Gate: The Cult of Cults available on HBO Flight Attendant available on HBO Queen's Gambit available on Netflix Bridgerton available on Netflix Evil available on Paramount+ Ted Lasso available on Apple+ On the Rocks available on Apple+ Skate Kitchen available on Hulu The Girl with All the Gifts available on HBO The Exterminating Angel available on Criterion Melancholia available on Amazon Prime One Night in Miami available on Amazon Prime Body Heat available for rental Exit Through the Gift Shop available for rental
OPR 328: Collaring the Big Splits In Tesla and Apple On this episode, Brian first looks at last week's trade, which was a long spread in Dollar General around earnings. Then he talks about Apple and Tesla spitting their stocks next week. He also does a collar trade in Apple. The Options Playbook is available on OptionsPlaybook.com, or on the Amazon Kindle edition. Do you have a question that you want answered on a future episode? Send it to Brian at TheOptionsGuy@Invest.Ally.Com, or to the Options Insider at Questions@TheOptionsInsider.com. You can also find Brian on Twitter at @BrianOverby.
OPR 328: Collaring the Big Splits In Tesla and Apple On this episode, Brian first looks at last week's trade, which was a long spread in Dollar General around earnings. Then he talks about Apple and Tesla spitting their stocks next week. He also does a collar trade in Apple. The Options Playbook is available on OptionsPlaybook.com, or on the Amazon Kindle edition. Do you have a question that you want answered on a future episode? Send it to Brian at TheOptionsGuy@Invest.Ally.Com, or to the Options Insider at Questions@TheOptionsInsider.com. You can also find Brian on Twitter at @BrianOverby.
Réagissez à l’émission en commentaires sur techcafe.fr Soutenez Tech Café sur Patreon Discutez avec nous et entre vous sur le groupe Telegram Enregistrement le 17/04/2019 Incendie de Notre-Dame Incendie de Notre Dame : l’algo Youtube n’est pas une flèche, certains spectateurs non plus. Youtube : vers une nouvelle métrique “responsable”. Mais de quoi ? Insert recovery disc : les scans 3D lasers à la rescousse ? Ubisoft offre Assassin’s Creed Unity pendant 1 semaine Verser dans la controverse Julian Assange finalement arrêté. Pour ? Contre ? Bien au contraire ? Petit retour sur Julian, les tensions géopolitiques, et son chat. Petites mains et grandes oreilles d’Alexa. Legally Blonde : le scandale Theranos porté à l’écran sur Hulu. Disney+ a volé le show (des Simpsons) ! Même pas peur chez Netflix… Directive sur le droit d’auteur : validé. Première présentation de la version française : rendez-vous en mai. Celebrations Ballotin Celebration Star Wars : Episode IX, Fallen Order et Vader Immortal VR. Virtual Boy : Le line up de l’oculus Quest se précise. PS5 : l’interview de Mark Cerny et un brevet PSVR 2… on peut rêver non ? ConceptD d’Acer, casque VR 4K, machines en bois et clavier coulissant... Le Laval Virtual 2019 : suivi de regard, VR à deux et lutte contre la cinétose. Ils se font des bisous : Apple et Qualcomm réconciliés ! Ont-ils le choix ? Intel lâche l’affaire des puces 5G En bref Géolocalisation dans tous ses états pour Apple ? On devrait aussi pouvoir utiliser l’iPad comme écran externe. Sinon, mode sombre, multitâche amélioré son dans les rumeurs C’est pas du jeu : Accro : Népal, Irak, Inde, la bataille contre les Battle Royale… ! Retro : Capcom Home arcade et son design… sans concession. Boulot : Open AI maîtrise Dota 2. Dodo : Xbox All Digital à 250$ ? C’est pas si cher un lecteur blu ray… Fallait y penser. 3 jeux dans la boîte, mais pas d’abonnement au Xbox pass... Scoop : les ventes de Blu Ray et DVD en chute libre. Uber va entrer en bourse et veut lever 10 milliards de dollars. Vers l’idiotie et au delà : les pubs spatiales Pepsi. La première vague de téléphones pliants pourrait se folder par un échec... Les vanity metrics, c’est le mal, comme le paiement entre potes dans Messenger (à moins que ça n’intéresse personne…) Bonus GPP : Le couvent des damnées, chez Glénat. Guillaume : Plus fort que Bloctel Participants : Guillaume Poggiaspalla Présenté par Guillaume Vendé
I talk about Christmas music. thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! Closing music: Gloria by Rush Coil --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
I talk about social media. thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
I talk about videogames. thatsmystorypod@gmail.com (626)803-2294 @mwbarnhart stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
I talk about dishwashing. thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Parents, you don't have to send the little ones to bed before listening! Listener letters! thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Parents, send the little ones to bed before listening! thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Parents, send the little ones to bed before listening! thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Parents, send the little ones to bed before listening! thatsmystorypod@gmail.com (626)803-2294 Audible: audible.com stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Parents, send the little ones to bed before listening! thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
I talk about things that I find disgusting. thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Horses. thatsmystorypod@gmail.com (626)803-2294 stamps.com/tell: C-FFFN-RW6 Uber: mikeb17248ue subscribe on Android or Apple Lyft: MIKE36373 subscribe on Android or Apple On the web: anchor.fm/thatsmystorypod Thanks for listening! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thatsmystorypod/support
Réagissez à l’émission en commentaires sur techcafe.fr Ajoutez l’émission à votre lecteur de podcasts Financements participatifs ! La santé des internets... Le rapport sur la santé d’internet par Mozilla En bref Facebook, ce défenseur des donnéesz personnelles :-) Un thermomètre connecté pour pirater un casino Enfin la fin du mot de passe ? Pas tout à fait quand même… Le mémo sur la confidentialité fuite de chez Apple On peut encore faire évoluer la recherche : Google présente Talk to Books Google isole les voix Gmail : nouvelle interface, mode confidentiel Navigation revue dans Android, dans un esprit iPhone X ? Le smartphone pliant mais aussi… la tablette pliante ! Quand l’innovation est dans le radicalisme : Samsung invente le smartphone sans 3G et sans 4G Les smartphones, champions de la pollution ? Après les Nintendo mini, la Mega Drive mini Amazon Echo le 23 mai ? Bonus Cassim : Shadow et écran Dell S2417dg Participants : Cassim Ketfi (@notcassim) Numerama / frAndroid Présenté par Guillaume Vendé
iPhone mini, iPhone 5s, кнопка Home, датчик отпечатков пальцев, iPad 5, Apple On-line Store, iOS 7, jailbreak, Fusion Drive,