January PCE of 2.4% is Consistent with Expectations
This morning, we got the January Personal Consumption Expenditures (PCE) report. This is the preferred inflation gauge of the Federal Reserve. The PCE was up .3% vs last month and 2.4% vs last year. The Core PCE, which excludes food and energy, was up .4% vs last month and 2.8% vs last year. All of … Read more
Weekly Points – February 23rd, 2024 – 5 Things to Know in Investing This Week – The All Nvidia All the Time Issue
At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more
5 Things to Know – Video Version – The All Nvdia All the Time Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The All Nvidia All the Time Issue This week, we’ll address the following topics: -Nvidia ($NVDA) bulls insist that this week’s earnings report is the most important of all-time. The company beat … Read more
Dr. David Glancy and Gary Brode on Geopolitics, Economics, and Supply Chains
Gary Brode of Deep Knowledge Investing speaks with Dr. David Glancy, Professor at Institute for World Politics on geopolitics, economics, and supply chains. We cover uranium, energy, supply chains, Russia & Ukraine, China & Taiwan, AI chips, inflation, and Hamas & Israel.
Weekly Points – February 16th, 2024 – 5 Things to Know in Investing This Week – The Opposite Day Issue
This week, economic data decided to pull a George Costanza and do the opposite of everything it has been doing. DKI has highlighted the trend of inconsistent data in recent months, and this week, many of those inconsistent trends reversed. Confusing? Don’t worry, we’ll explain. We also have some excellent fundamental news from Shockwave Medical … Read more
5 Things to Know – Video Version – The Opposite Day Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Opposite Day Issue This week, we’ll address the following topics: – The CPI comes in hot. Does this mean “higher for longer”? – The PPI comes in hot. Does this also … Read more