Weekly Points – October 3rd, 2025 – 5 Things to Know in Investing This Week – The Government Shutdown Issue

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The Federal government shut down this week. Democrat and Republican donors cheered. Politicians threatened the end of the world in front of microphones. The market shrugged. DKI has spent years expressing concern about the lack of pharmaceutical production capacity in the US combined with our large prescription drug use. President Trump uses tariff threats to … Read more

Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue

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Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The … Read more

It’s Not a Market Event

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We’re nearing another Shutdown Theater event where people pretend the government “shutting down” will result in disaster and both “sides” engaging in brinkmanship gaming. Prediction markets indicate that it’s likely we get a shutdown at midnight tonight. The stock market has shrugged and indicated it doesn’t care. Fiat economists are threatening that each day the … Read more

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