October CPI is 2.6%
Overview: Today, we got the October Consumer Price Index (CPI) report which showed an overall increase of 2.6% for the last year and 0.2% for the month. That’s above last month’s 2.4% and in-line with expectations. The Core CPI which excludes food and energy was up 3.3% vs last year and up 0.3% from last … Read more
Weekly Points – November 8th, 2024 – 5 Things to Know in Investing This Week – The President Elect Trump Loves Bitcoin Issue
The polls have been inaccurate for the past three US Presidential elections. Knowing that, DKI was watching Bitcoin, the prediction markets, and a few other select stocks and economic markers to see that a Trump landslide was coming long before the network announcers could do so. Could we get a sound money advocate as Federal … Read more
Here’s the Video from Today’s Webinar with Enrique Abeyta on Talen Energy ($TLN)
Information contained in this report, and in each of its reports, is believed by Deep Knowledge Investing (“DKI”) to be accurate and/or derived from sources which it believes to be reliable; however, such information is presented without warranty of any kind, whether express or implied. DKI makes no representation as to the completeness, timeliness, accuracy … Read more
Fed Cuts by 25bp
The Federal Reserve cut the fed funds rate by 25bp (.25%). This was expected and the stock market isn’t reacting. Futures markets indicate an expectation for another 25bp cut in December. That also reflects no change from prior expectations. The Powell press conference begins in 15 minutes. Information contained in this report, and in … Read more
Election Analysis – But Not the Kind you Think
A few years ago, I had the privilege and the pleasure of addressing the cadets in the finance program at West Point. The topic of my talk was “Signal Interpretation” and I wanted to help the cadets understand how to differentiate between information-rich signal and distracting noise. I used many examples from my career as … Read more
Webinar on $TLN with Enrique Abeyta Will be at Noon Tomorrow (Thursday)
Note – we just moved the time. The new correct time is 12pm tomorrow (Thursday, the 7th) I’ll be discussing Talen Energy ($TLN) with Enrique Abeyta of HX Research this Thursday, November 7th at 12pm Eastern Time. We will be discussing the recent adverse regulatory decision and how it affects Talen and other co-location projects. … Read more
The authID ($AUID) Short Sellers are Flailing
On multiple occasions, I’ve reported the errors in facts and reasoning being made by authID short sellers. This accounting has included cataloging some of the irrational, incendiary, and defamatory personal attacks they’ve made on company executives, shareholders, financers, and me. They’ve never been bound by the truth as they attempt to push the stock price … Read more