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This Week: Israel responds to Iran & Turkey's threats of a broader war; Warning for America. More China-inspired political & cultural upheaval is coming in 2024; Historic anti-Semitism across the USA & around the world; Bibi quotes Ecclesiastes 3:8. Time for love.
All the rage - let's test our testosterone - then shave our legs! China has figured it out....How to hurt the USA. Elon - listening in and shutting down? 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 - Big week - Inflation eyed - 10-year near 4.3% - One European country looks the worst - one recession - Biden - 5-day world tour - Soft landing - everyone talking about it - Oh, Elon Market Update - Not such a great month so far.... - China starting to panic (that may be good) -- 2 IPOs on Tap - M&A - One food deal announced - Apple .... More China restrictions (interesting) Happy New Year - Rosh Hashana Friday night. Tesla Upgrade - Tesla Inc.'s Dojo supercomputer may add as much as $500 billion to the company's market value through faster adoption of robotaxis and network services, according to Morgan Stanley. - Dojo can open up “new addressable markets,” just like AWS did for Amazon.com Inc., analysts led by Adam Jonas wrote in a note, upgrading the stock to overweight from equal-weight and raising its 12-month price target to a Street-high $400 per share from $250. - Adam Jonas had a $250 price for Tesla for a while and was not really positive on the shares. But, many say he likes headlines, so this is a perfect way to play it. - Jonas cut his price and overall recommendation in June - Tesla shares up 10% on this upgrade (BTW, Morgan is one of Elon Musk's key advisory firms - so there is that) China - Freaking out? - China's financial regulator on Sunday reduced the risk weighting it attaches to insurance companies' holdings of blue-chip shares and tech stocks, encouraging them to invest more in the country's lagging stock market. - The National Administration of Financial Regulation (NAFR)said on its website that the risk weighting for CSI300 Index constituents would be reduced to 0.3 from 0.35, while that for stocks listed on Shanghai's tech-focused STAR Market would be cut to 0.4, from 0.45. - A lower risk weighting frees up more capital for insurers to invest. - It also set a relatively low risk weighting for private equity investments in China's strategic and emerging sectors. More China - China's economic slowdown could increase the risk of Beijing taking military action toward Taiwan, the Republican chair of a U.S. congressional committee on China said on Monday, drawing a contrast with Democratic President Joe Biden, who said it made it less likely. - So this has to be a dividing line as well? Biden on Sunday called China's econ Yen - Japan - In a weekend interview, Bank of Japan Governor Kazuo Ueda said the central bank could end its 7-year-old negative interest rate policy when achievement of its 2% inflation target is in sight - suggesting the BOJ is considering official interest rate hikes as well as an early end its bond-buying, yield cap policy. - The comments seemed to catch markets off guard, sending the 10-year Japanese government bond yield up more than 5 basis points to a 9-year high above 0.7%. The yen surged 1% against the dollar, knocking the U.S. currency back more generally on the foreign exchange markets. Tech - Qualcomm said Monday that it will supply Apple with 5G modems for smartphones through 2026. - Wall Street analysts and Qualcomm officials had previously said they expected Apple to use an internally developed 5G modem starting in 2024. - The continued sales to Apple will boost Qualcomm's handsets business, which reported $5.26 billion in sales in the quarter ended in June, and could soften the blow of potentially losing a critical customer. About 21% of Qualcomm's fiscal 2022 revenue of $44.2 billion came from Apple,
Hosts: Ansel Lindner and Christian Keroles Watch this Episode: YouTube || Rumble Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. Find all charts and links at bitcoinandmarkets.com/fed147 In this episode, CK, Chris and I talk Coinbase and Binance and what it means for the industry and Bitcoin. After that we discuss the China import/export numbers crashing and what that means for the global economy. Global recession is now spilling over to Germany and Europe as a whole has now entered recession. Lastly, we talk about minor central banks are back to raising their policy rates. What are they thinking? Of course, Binance and Coinbase were sued by the Securities and Exchange Commission (SEC) this week. Lots of public comments were made by the two beleaguered exchanges, top among them that the SEC failed to provide a path to become compliant. This doesn't match with what the SEC has said, so we walk through this issue. We are not lawyers, but we are bitcoin experts, who have correctly predicted how this whole sector would turn so far. The global recession continues to get worse for China and Europe. One of the central tenants of this show is that deglobalization will lead to dedollarization and bitcoinization. In that process, China and Europe will be hit much harder than the US economy, and despite what the famous macro pundits have said since COVID, we have been much more correct. In fact, they have been exactly wrong on most things, while we have been directionally correct. Last up for the show is talk about minor central banks. After the banking scares from earlier this year, these smaller central banks have returned to hiking rates. Why would they do this, and what are they thinking, are the questions we ask. Thanks for joining us! If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Ansel Lindner On Twitter Christian Keroles On Twitter China export/imports crash More China exports drop via Bloomberg Europe enters recession Australia central bank hikes rates Central bank of Canada hikes rates If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner Find More and Follow Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! https://b.tc/conference/2024 Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE'S SPONSORS: Moon Mortgage - https://www.moonmortgage.io River - https://river.com/ Gordon Law - https://gordonlawltd.com/ Bitcoin 2024 Nashville - https://b.tc/conference/ Bitcoin Magazine - https://store.bitcoinmagazine.com/ Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro Bitcoin Amsterdam - https://b.tc/conference/amsterdam
China gets away with a lot of bad things: economic malfeasance to threats of warfare to human rights abuses. Is there anything we can do to punish the CCP? We discuss with Jim Carafano and Jeff Smith. — We want to know what you think of the show! Email us at heritageexplains@heritage.org! —- More China […]
Microsoft purchases Bethesda, More China bans, Unity IPO and more on this week’s episode of Infection – The SURVIVAL PODCAST The post Xbox Buys Bethesda – Infection – The SURVIVAL PODCAST Episode 297 appeared first on Infection - The SURVIVAL PODCAST.
Just another weekly chat about everything that happened this week. More China and the COVID-19, astronomy, anti-Putin blogger, Iraq, Saudi Arabia, Hong Kong, the Week in History, sports, and a fitness update. Support the show (http://russopodcast.com)
Sunday is a big day. More China tarrifs or not? 2019 has been an incredible year for gold. We saw a $1370 ceiling and this year it broke through resistance. We could see a big spike come Sunday or Monday or it could hover in this range for a while. We’re right below a 50 percent retracement - $1481 - if we breakthrough it we could be looking at $1500 and then up from there. Rally began at $1270 and stopped at $1565. But these numbers are irrelevant whether Trump does or doesn’t. The power of the media cycle cannot be underestimated.
Sunday is a big day. More China tarrifs or not? 2019 has been an incredible year for gold. We saw a $1370 ceiling and this year it broke through resistance. We could see a big spike come Sunday or Monday or it could hover in this range for a while. We’re right below a 50 percent retracement - $1481 - if we breakthrough it we could be looking at $1500 and then up from there. Rally began at $1270 and stopped at $1565. But these numbers are irrelevant whether Trump does or doesn’t. The power of the media cycle cannot be underestimated.
Join us as we travel to the Far East in search of some of the best parks and coasters in the world. This episode of Coaster Kings Radio: More Sean. More Alex. More China!Find out more at https://coaster-kings-radio.pinecast.co
More China talk, Fortnite Chapter 2, Daybreak layoffs and more on this week’s episode of Infection – The SURVIVAL PODCAST The post Don’t Trust China – Infection – The SURVIVAL PODCAST Episode 248 appeared first on Infection - The SURVIVAL PODCAST.
More China related controversy for Apple, for gaming, for all of tech really… but why Apple suddenly finds itself in a unique bind. More iPhone SE 2 rumors, the latest installment of “Will We Actually Ever See Libra?” and why nobody can play Fortnite right now.Sponsors:WeWorkRemotely.comMintMobile.com/rideLinks:How safe is Apple’s Safe Browsing? (Matthew Green)Chinese app on Xi’s ideology allows data access to users’ phones, report says (The Washington Post)Kuo: iPhone SE 2 Launching in Q1 2020 with A13 at $399 Price (MacRumors)Facebook’s libra cryptocurrency coalition is falling apart as eBay, Visa, Mastercard and Stripe jump ship (CNBC)SoftBank is reportedly seeking to take control of WeWork through a financing package (CNBC)‘Fortnite’ Goes Dark: A Masterful Marketing Stroke by Epic Games (Variety)
More China (really just griping about air travel), new MacBooks, Jony’s departure, Ghostbusters pinball, beta OSes, and Stevie’s unreceived new old camera.
Not even 'Detective Pikachu' withstood Thanos' snap!More China tariff talk!And, actress Felicity Huffman is set to plead guilty!
Tony and Lisa have you for hour #3 as they talk J-Lo topless at 50. More China talk. The Kardashians become topic of discussion and the 2019 Hurricane names. Pete Buttigieg vs Donald Trump would be must see per Tony. Hear this and so much more in an action packed 3rd hour.
Brexit has dominated the news lately, and we discuss how we feel about the reaction. A tetris trilogy is in the making. Astronauts go underground to train for living on the moon. China’s plan to draw tourists with monkeys backfires. We play “guess the state” again, where we try to guess the origin of wacky … More China overrun with monkeys | Tetris trilogy | Guess the state – Ep33
1. Far OUT Golden Dawn party. 2. Obama, you're the devil. Cute~~. 3. Chinese Scientists create new strain of mutant influenza virus. 4. More China, with a bite of rat. 5. Fire. Fire! Ages away. 6. Defense department does stuff. 7. Ex-speaker, please stop speaking. and more.