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5 Things to Know – Video Version – The Pivot Issue

Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Pivot Issue

This week, we’ll address the following topics:

– The Powell pivot. This week he delivered a different message. It’s different this time? Yes, it is.

– The CPI: Still too high, but it is coming down.

– Retail sales: up from a slow start and indicating a strong Christmas.

– Nvidia ($NVDA) moving production out of Taiwan. Good move despite Taiwan having the best fab plants in the world.

– Barron’s calls for a higher neutral rate. We think they’re right. Don’t know what the neutral rate is? No worries. Explaining is what the 5 Things is here to do.

Ready for a new week featuring the long-awaited pivot? Let’s dive in:

 

 

Information contained in this report is believed by Deep Knowledge Investing (“DKI”) to be accurate and/or derived from sources which it believes to be reliable; however, such information is presented without warranty of any kind, whether express or implied and DKI makes no representation as to the completeness, timeliness or accuracy of the information contained therein or with regard to the results to be obtained from its use.  The provision of the information contained in the Services shall not be deemed to obligate DKI to provide updated or similar information in the future except to the extent it may be required to do so. 

The information we provide is publicly available; our reports are neither an offer nor a solicitation to buy or sell securities. All expressions of opinion are precisely that and are subject to change. DKI, affiliates of DKI or its principal or others associated with DKI may have, take or sell positions in securities of companies about which we write. 

Our opinions are not advice that investment in a company’s securities is suitable for any particular investor. Each investor should consult with and rely on his or its own investigation, due diligence and the recommendations of investment professionals whom the investor has engaged for that purpose. 

In no event shall DKI be liable for any costs, liabilities, losses, expenses (including, but not limited to, attorneys’ fees), damages of any kind, including direct, indirect, punitive, incidental, special or consequential damages, or for any trading losses arising from or attributable to the use of this report.

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