Coursera ($COUR) 2Q ’24 Earnings
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The 2U Bankruptcy – What’s it Mean for Coursera?
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Macro Commentary and an Unsurprising Conclusion
DKI published a white paper in November of 2021 warning that inflation was a big and non-transitory problem. By May or June of 2022, most of the big macro strategists were already calling for Federal Reserve rate cuts despite continued high inflation. I’ve spent the past two plus years saying rate cuts would eventually come, … Read more
Las Vegas Sands ($LVS) 2Q ’24 Results
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Weekly Points – July 19th, 2024 – 5 Things to Know in Investing This Week – The Rate Cut Expectations are 100% Issue
This was a fascinating week featuring political shifts, increased market volatility, and a week-long drop in the stock prices of the mega-cap tech leaders that have been supporting the equity market indexes the past couple of years. This week, we’re focused on higher retail sales and wondering if anything will slow the consumer. Higher jobless … Read more
Weekly Points – July 12th, 2024 – 5 Things to Know in Investing This Week – The Nice Going Milton Issue
When I was growing up in the Detroit area, the Zoo there did a famous commercial where the animals were getting ready to go “on stage” for the opening. At one point, all the monkeys ran to the right encouraged by one in the front saying “Ok guys, this way”. Then, all the monkeys ran … Read more
New Research Position
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June PPI is Way Above Expectations
This piece was originally published on July 12th, 2024 Overview: Today we got the June Producer Price Index (PPI). The PPI is similar to the Consumer Price Index (CPI) except it measures pricing changes experienced by manufacturers and suppliers of goods and services. Because price changes in the PPI make their way into the CPI … Read more
June CPI is 3.0%.
This piece was originally published on July 11th, 2024 Overview: Today, we got the June Consumer Price Index (CPI) report which showed an overall increase of 3.0% unadjusted in the last year and DOWN 0.1% vs last month. That’s below last month’s 3.3% and expectations of 3.1%. The 0.1% monthly decrease was below the 0.1% … Read more
Weekly Points – July 5th, 2024 – 5 Things to Know in Investing This Week – The British are Coming Issue
On the day that the United States celebrated declaring independence from the British, the UK elected a new Labor government. Is this a coincidence – definitely yes! Bitcoin falls on temporary trading issues. Hodlers shrug and don’t panic. DKI approves and sides with the hodlers. Chairman Powell comments on inflation and appears determined not to … Read more
