There’s a weird conspiracy theory going around that the Trump Administration will re-value the gold in Fort Knox and restructure the dollar. DKI thinks this is unlikely, but we do see the value in going through the idea as a thought experiment. Dell nears a massive final contract with xAI giving us another data point … Read more
Years ago, I used to favor a lax FTC (Federal Trade Commission) regarding antitrust issues. I’m in favor of property rights and if Microsoft wanted to bundle it’s lousy Internet Explorer with Windows, why would I care? It was easy to download a different browser and make that new one the default. My general view … Read more
Many Americans are horrified at how our government is spending money. Candidate Trump ran for President promising to go through the budget line by line. Most Americans expected to find waste, but the amount of theft and fraud is staggering. We also found out that the “independent” press is being funded by massive “foreign aid” … Read more
I recently had a talk with one of our Danish subscribers regarding President Trump’s interest in Greenland as well as his likely end goal for European tariffs. While President Trump’s public comments caused some concern in Denmark, the population there quickly calmed down and realized the US isn’t about to start a war with a … Read more
Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 3.0% for the last year and 0.5% for the month (annualizes to 6.2%). That’s above last month’s 2.9% and above the prior month’s 2.7%. The annual number was 0.1% above expectations. The monthly was a large 0.2% above … Read more
