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20201 - Here We Go!
Smooth transition of Powers – Probably not
Trouble in Social Media land
Disappointing jobs report
Bitcoin Rally and Crash
End of Year Compilation was a great success
And… CTP Cup Winner

Market Update
Same as before but different
New Stimulus should keep excitement in stocks
Inflation is a theme being discussed more and more
EV’s and “infrastructure” leading
10-year Treasure above 1.1% - Yield curve widens
Down Days bought aggressively
Earnings Season kicks off this week....

Stream and Chatroom
- We don't mention this often enough - Live at 9PM Tuesdays with listener chatroom (dhunplugged.com)

Executive Order – Smack China
- Global index publisher said it will delete China Mobile, China Telecom and China Unicom Hong Kong from its global indexes.
- That was after a reversal of this and then another reversal of the reversal.
- Some concern that there will be retaliation.
- What does this mean?
--- Be careful of investing in China stocks until we get more clarity – but if not a priority for Biden – then could end up being profitable in names not included in this order

So Much Signaling
- New England Patriots head coach Bill Belichick declined to accept the Presidential Medal of Freedom on Monday after last week's deadly insurrection at the U.S. Capitol.
- In a statement, Belichick said he was flattered to be offered the medal, the country's highest civilian honor, but said the "tragic events of last week occurred and the decision has been made not to move forward with the award."
- The PGA of America announced Sunday night that next year's PGA Championship event will no longer take place at President Trump's New Jersey golf course as planned following a vote.
- Twitter, Facebook, Amazon actions against Trump accounts - what do we make of this?

Surprise!  IRS Screw Up
- Millions of pandemic stimulus payments have been deposited in incorrect customer accounts due to an Internal Revenue Service error, according to Intuit TurboTax, which is helping to distribute the payments.
- Two banking industry sources confirmed the error, which will delay distribution of the badly needed aid.
- Intuit TurboTax tweeted on Wednesday: “Unfortunately, because of an IRS error, millions of payments were sent to the wrong accounts and some may not have received their stimulus payment.”

Boeing
- Boeing Co will pay over $2.5 billion to resolve the U.S. Justice Department’s investigation into two deadly 737 MAX crashes that killed 346 people, the Justice Department said, but will not be forced to plead guilty to criminal charges.
- The Justice Department said the settlement includes a criminal monetary penalty of $243.6 million, compensation payments to Boeing’s 737 MAX airline customers of $1.77 billion, and the establishment of a $500 million crash-victim beneficiaries fund to compensate the heirs, relatives, and legal beneficiaries of the passengers.
- Just as the settlement comes – new crash in Indonesia

Yeah Yeah
- SkyBridge Capital’s Anthony Scaramucci is the latest Wall Street maven to get on the Bitcoin bandwagon, launching a crypto-centric fund this week and predicting the digital asset could be poised for massive gains.
---- “Bitcoin is better at being gold than gold is at being gold,” Scaramucci, the firm’s founder and managing partner, said in an interview Tuesday. “It’s easier to store, it’s harder to steal, it’s more portable, and so therefore, it’s become the ledger or the storage of the future in terms of the storage of value.”

 

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420 Stocks ...

CLICK for list of "Pot Stocks"

Stocks to watch: CGC, STZ, TLRY, CRON, MJ, NBEV

 

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CTP Cup 2020
Closest to the Pin Cup FINAL 2020

*** NEW INTERACTIVE CHARTS ***

Winners will be getting great stuff like the new DHUnplugged Shirts (Designed by Jimbo) -
PLUS a one-of-a-kind DHUnplugged CTP Winner's certificate..

CLICK HERE FOR MORE CHARTS ON TRADING VIEW

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UPDATE - NEW ETF - Global X Millennials Thematic ETF Challenge!

The top holdings of Global X Millennials Thematic ETF (MILN) include stocks many investors would expect, such as Facebook, LinkedIn and Amazon, which take advantage of the tech tendencies of millennials. But some names might be more surprising like real estate investment trusts AvalonBay Communities and Equity Residential, and Home Depot, which could benefit from millennials moving out of the home of their parents.

We are creating the DH Old Codger Index Portfolio to compete against this new ETF to see how "old school" stocks do in comparison. Companies in our index will include: (updated names as of 8/29/16)

We have the performance summary running (daily and since inception of 5/6/16) - DHOCI vs. Millennials ETF Battle

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WalMart Entering Financial Services
- Walmart (WMT) amplified this buzz by announcing the creation of a new fintech startup in collaboration with Ribbit Capital.
- Details regarding this currently unnamed entity were sparse; WMT simply noted that it will "deliver tech-driven financial experiences tailored to Walmart's customers and associates." What we do know is that the company will be majority owned by WMT and that the Board of Directors will include WMT's U.S. CEO and President John Furner and CFO Brett Biggs.

Fed Limericks

JCD?