Month: August 2024
Current Recommendations Page Updated
Hi All, I’ve just updated the Current Recommendations page and modified the presentation. As explained on the page, some outsized returns in positions like Bitcoin and my participation in the authID secondary have moved my portfolio weightings. While I view Bitcoin as a long-term holding with huge upside, that doesn’t mean I’d recommend someone new … Read more
Weekly Points – August 2nd, 2024 – 5 Things to Know in Investing This Week – The #Trump #Bitcoin Issue
President Trump talks about Bitcoin and he and some other politicians call for a strategic Bitcoin reserve. Plus, we have another week of tech stock obliteration. It’s not that earnings were bad; but rather, that expectations and valuations were so high. Intel $INTC is the exception. Their earnings report was bad. We also have lots … Read more
DKI Featured in S&P Global Market Intelligence Article
I’d like to thank Brian Scheid of S&P Global Market Intelligence for quoting me in today’s article titled Magnificent 7 stocks stumble, boosting peak views. What do you think – was it the Fed, missed earnings, or AI spending that sent these stocks down? https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/magnificent-7-stocks-stumble-boosting-peak-views-82765994