Fed Cuts by 25bp

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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

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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)

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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

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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

Weekly Points – November 1st, 2024 – 5 Things to Know in Investing This Week – The Government is Misleading You Issue

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All summer and fall, we saw market analysts claim the Fed won the war on inflation. This week, the Core PCE remained stubbornly high. Some claim we’re heading for stagflation. We should pay attention to that warning. 3Q GDP came in below last quarter. Even worse, this economic “growth” is really value-destroying government spending pushing … Read more

DKI and Election Day

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Hi All, You’ve already been reminded 1,000 times to go vote. I’m just back from securing democracy here in CT. If you want to know my views regarding the market implications of the election, there’s a detailed section on that in the long Macro Update I posted yesterday. Just know that whether you’re team red … Read more

authID ($AUID) – Notes from Today’s Research Call

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I had a research call today with someone who used to be a C-level executive at authID ($AUID). This individual no longer works there. Providing additional identifying information would violate an agreement I made to be able to do the call. Here’s the information I collected:   Almost a decade ago, he thought the company … Read more

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