April PCE of 2.7% – Consistent with Expectations

by

This morning, we got the April Personal Consumption Expenditures (PCE) report. This is the preferred inflation gauge of the Federal Reserve. The PCE was up 0.3% vs last month and 2.7% vs last year. This was the same as last month and consistent with expectations. The Core PCE, which excludes food and energy, was up … Read more

Weekly Points – May 24th, 2024 – 5 Things to Know in Investing This Week – The Most Important Issue Ever Issue

by

DKI had Enrique Abeyta from HX Research on to discuss Talen Energy $TLNE. We’ve been positive on nuclear energy and uranium so his description of the value of Talen’s nuclear plant and high-priced energy sales contract was welcome. Nvidia reported earnings. Everyone likes to joke that it’s the “most important earnings announcement of our lifetime”, … Read more

Great Article on the Supply/Demand Imbalance for Uranium

by

I’ve been positive on uranium for years and DKI subscribers have more than doubled their money in that particular investment. In multiple posts, I’ve outlined my thesis explaining the imbalance between coming demand and how long it will take for supply to adjust. Nick Giambruno, who has had guest posts in this space, published a … Read more

Weekly Points – May 17th, 2024 – 5 Things to Know in Investing This Week – The Let’s Look at the Data Issue

by

DKI stock pick, AuthID, announces 1Q revenue almost as high as all of 2023. Guidance indicates they expect quarterly revenue to double this year. They still need to announce new contracts, but the year is off to an excellent start. Lyn Alden @LynAldenContact makes a brilliant point explaining fiscal dominance. DKI illustrated the Fed’s dilemma … Read more

Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
Close
loading gif

Available Coupon

X
Close