Las Vegas Sands ($LVS) 1Q ’25 Results
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Weekly Points – April 18th, 2025 – 5 Things to Know in Investing This Week – The Double Nvidia Issue
Lots of Nvidia $NVDA news this week as the world’s best AI chipmaker takes a $5.5B charge due to export restrictions to China. The company has also begun production of their best chips on US soil and intends to get to half a trillion dollars of domestically-produced product in the next few years. Fed Chairman, … Read more
Why the authID ($AUID) Shorts Took it in the Shorts and Other Bad Analysis
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Weekly Points – April 11th, 2025 – 5 Things to Know in Investing This Week – The Tariffs for One Issue
The big news of the week was President Trump delaying tariff implementation for 90 days, a possibility I outlined for DKI subscribers the previous Sunday. Tariffs remain in place for China which responded with public insults and by increasing their own tariffs. They threatened to watch fewer Hollywood films, something I expect is of zero … Read more
Portfolio Update
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March CPI is 2.4%
Overview: Today, we got the March Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year and -0.1% for the month. That’s a big decrease from last month’s 2.8%, below expectations of 2.5%, and the monthly number represents deflation. Small deflation, but it’s in the right direction. The Core … Read more
Alex Macris and Gary Brode Discuss the Trump Tariffs
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Update on $FSX
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Everybody Hold On – Second Edition
Last month, I got a number of requests to address the emotional difficulty of owning stocks through periods of extreme stress. I thought it was an important enough topic that I wrote a long piece to address the issue called Everybody Hold On. If you are a DKI premium subscriber, I’m asking you to re-read … Read more
Weekly Points – April 4th, 2025 – 5 Things to Know in Investing This Week – The Tariff Issue
The big news of the week was President Trump announcing tariffs in excess of what the market expected. Equity indexes immediately fell and continued that trend for the following two days. While most of the commentary was negative, I’m not convinced the approved consensus is correct. The short version is in this edition of the … Read more
