Month: May 2025

authID ($AUID) – 1Q 2025 Earnings

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authID ($AUID) announced earnings after the close today. The press release read better than prior versions and the call was much better than recent ones. Let’s go through the details.   Revenue of just under $300k was almost double 1Q last year and reversed a two-quarter trend of declines. Operating expenses were down a bit … Read more

April CPI is 2.3%

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Overview: Today, we got the April Consumer Price Index (CPI) report which showed an overall increase of 2.3% for the last year and up 0.2% for the month. Those are both 0.1% below expectations. The 0.2% monthly increase reverses last month’s -0.1% deflation figure. The Core CPI which excludes food and energy was up 2.8% … Read more

An Adventure Part 2 – On the Train

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Last week, I let you know I rented out my house in Connecticut and was going to spend a year working from all over the world. Whenever I told people about my plans, everyone’s first question was about where I was going to go. My first thought was about who I was going to see, … Read more

Weekly Points – May 2nd, 2025 – 5 Things to Know in Investing This Week – The Tariffs Giveth and Taketh Away Issue

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We lead off with the news that 1Q GDP came in both negative and below expectations. That, combined with a higher-than-expected inflation number, had investors worried about stagflation again. DKI thinks the data is less significant that some others do. President Trump’s tariffs provide the US with a big win and a potential loss (depending … Read more

An Adventure

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If you had a year to work from anywhere, where would you go? What would you do? What ideas would you want to explore. What skills or personal practices would you want to improve? For me, these are not hypothetical questions. Regular DKI readers know of my love of travel. I am very fortunate to … Read more

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