Weekly Points – July 18th, 2025 – 5 Things to Know in Investing This Week – The Still No Tariff Inflation Issue

The consumer price index rises for the second straight month, but that’s primarily due to shelter prices which have been rising since 2020. Fiat economists are now saying we’ll see tariff-based inflation starting in October. They might be right, but we’re noticing the constant shifting of the goalposts in their doom predictions. Nvidia wins approval … Read more

Update on Multiple Stocks

Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy ($TLN) announced plans to purchase two gas plants for $3.5 billion. Not coincidentally, these plants are both located in the nearby Pennsylvania-New Jersey-Maryland interconnection market. As … Read more

June CPI is 2.7%

Overview: Today, we got the June Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year and up 0.3% for the month (annualizes to 3.7%). The annual number is up 0.3% from May and 0.1% above expectations. The monthly is up 0.2% and consistent with expectations. The Core CPI … Read more

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