The Fed Pivot is Here

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Overview: The Federal Reserve completed its September meeting and decided to cut the fed funds rate by 50bp (.5%). Significant items:   The market knew the Fed would pivot and cut at this meeting. There was substantial debate regarding the size of the cut. I had expected 25bp (.25%). The doves in the crowd calling … Read more

Weekly Points – September 13th, 2024 – 5 Things to Know in Investing This Week – The Pivot Week Issue

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The long-awaited pivot is here. The Federal Reserve is going to cut the fed funds rate this week. Asset gatherers celebrate the opportunity to blow up another asset bubble. The rest of the country should prepare for more misery-causing inflation. Russia talks about limiting exports of uranium during a multi-year supply shortage. Multiple people pinged … Read more

August CPI is 2.5%

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Overview: Today, we got the August Consumer Price Index (CPI) report which showed an overall increase of 2.5% for the last year and 0.3% for the month. That’s below last month’s 2.9% and consistent with expectations. The 0.3% monthly increase was above the 0.2% expected, and a bigger increase than last month’s 0.2%. The Core … Read more

Weekly Points – September 6th, 2024 – 5 Things to Know in Investing This Week – The AI Chip Issue

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The big story in investing this year has been optimism and worry about demand for the chips powering AI applications. While generative AI has demonstrated some impressive capabilities, there are fears regarding when there will be a profitable business model to support the tens of billions of dollars of capital expenditures currently being made in … Read more

Weekly Points – August 23rd, 2024 – 5 Things to Know in Investing This Week – The Uranium Market is Out of Balance Issue

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The week started with political proposals that will lead to production cuts and a reduced food supply. In the middle of the week, DKI released its new health care stock idea. Subscribers are already up around 20% in the name. The week ended with uranium production cuts and Fed Chairman, Powell, indicating the expected September … Read more

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