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April PCE of 2.7% – Consistent with Expectations

This morning, we got the April Personal Consumption Expenditures (PCE) report. This is the preferred inflation gauge of the Federal Reserve. The PCE was up 0.3% vs last month and 2.7% vs last year. This was the same as last month and consistent with expectations. The Core PCE, which excludes food and energy, was up … Read more

Weekly Points – May 24th, 2024 – 5 Things to Know in Investing This Week – The Most Important Issue Ever Issue

DKI had Enrique Abeyta from HX Research on to discuss Talen Energy $TLNE. We’ve been positive on nuclear energy and uranium so his description of the value of Talen’s nuclear plant and high-priced energy sales contract was welcome. Nvidia reported earnings. Everyone likes to joke that it’s the “most important earnings announcement of our lifetime”, … Read more

Great Article on the Supply/Demand Imbalance for Uranium

I’ve been positive on uranium for years and DKI subscribers have more than doubled their money in that particular investment. In multiple posts, I’ve outlined my thesis explaining the imbalance between coming demand and how long it will take for supply to adjust. Nick Giambruno, who has had guest posts in this space, published a … Read more

Weekly Points – May 17th, 2024 – 5 Things to Know in Investing This Week – The Let’s Look at the Data Issue

DKI stock pick, AuthID, announces 1Q revenue almost as high as all of 2023. Guidance indicates they expect quarterly revenue to double this year. They still need to announce new contracts, but the year is off to an excellent start. Lyn Alden @LynAldenContact makes a brilliant point explaining fiscal dominance. DKI illustrated the Fed’s dilemma … Read more

Enrique Abeyta, Nuclear Energy, and Talen Energy $TLNE

You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years. Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a … Read more

April CPI is 3.4%

This piece was originally published on May 15th, 2024 Overview: Today, we got the April Consumer Price Index (CPI) report which showed an overall increase of 3.4% unadjusted in the last year and 0.3% vs last month. That’s slightly below last month’s 3.5% and in-line with expectations of 3.4%. The 0.3% monthly increase was below … Read more

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