July CPI is 2.7%
Overview: Today, we got the July Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year and up 0.2% for the month (annualizes to 2.4%). The annual number is flat from June and 0.1% below expectations. The monthly is up 0.2% and consistent with expectations. The Core CPI which … Read more
New DKI Features on the Way
Hi All, I’m excited to update you on some new DKI features that are on the way. – I think the AI revolution is real and that it will have a huge impact on our lives. It’s no longer just a toy to make funny pictures and silly poems. We’ll be adding a new member … Read more
President Trump, the Fed, and What Really Matters
Federal Reserve Governor, Kugler, resigned early, and President Trump has the opportunity to select her predecessor. The President will also be able to replace Chairman Powell when his term expires next May. As usual, FinX (Formerly FinTwit) and the financial press are losing their minds that President Trump has the opportunity to select the people … Read more
Weekly Points – August 1st, 2025 – 5 Things to Know in Investing This Week – The More Trade Deals Issue
The US and the EU reached a trade deal that was a one-sided adjustment in favor of the US. Somehow, reporters keep failing to mention the continent’s previous trade barriers against the US and the resulting large trade deficit. The Fed stays on “pause” an unpopular move, but I agree with them, or at least … Read more
Macau GGR
Inside Asian Gaming is reporting that Macau GGR (Gross Gaming Revenue) was up 19% in July. $LVS reported a huge 2Q earnings beat crushing estimates. Results were spectacular and mixed/good in Macau. On the conference call, management said that July was going well in Macau. The 19% growth number covers the entire sector including the … Read more