authID ($AUID) 4Q ’24 Results
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February CPI is 2.8%
Overview: Today, we got the February Consumer Price Index (CPI) report which showed an overall increase of 2.8% for the last year and 0.2% for the month (annualizes to 2.4%). That’s below last month’s 3.0% and above the prior month’s 2.9%. Both the annual number and the monthly were 0.1% below expectations. The monthly was … Read more
Weekly Points – March 7th, 2025 – 5 Things to Know in Investing This Week – The Crash Stocks to Save Bonds Issue
This week, we got news on the new national crypto strategic reserve that first spiked the dollar price of some coins, then crashed them. The details now indicate the Bitcoin can only be bought if it doesn’t cost the taxpayer anything. It’s not clear what those circumstances might be. As DKI wrote in January, it’s … Read more
How to Think About Exposure
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Reader Questions on the Strategic Crypto Reserve
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News on a Portfolio Name
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They’ll Crash Stocks to Save Bonds
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DOGE and the Government Budget Deficit
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Weekly Points – February 28th, 2025 – 5 Things to Know in Investing This Week – The Public Recession Issue
Nvidia $NVDA has a great quarter, but the stock was priced for perfection. Still, Jensen Huang had some interesting comments on DeepSeek. There are rumors that Microsoft $MSFT is cancelling data center leases…but the big tech firms all just confirmed higher AI spending for 2025. The January PCE falls, but it won’t be enough to … Read more
Weekly Points – February 21st, 2025 – 5 Things to Know in Investing This Week – The Defense Issue
There’s a weird conspiracy theory going around that the Trump Administration will re-value the gold in Fort Knox and restructure the dollar. DKI thinks this is unlikely, but we do see the value in going through the idea as a thought experiment. Dell nears a massive final contract with xAI giving us another data point … Read more
