Weekly Points – August 16th, 2024 – 5 Things to Know in Investing This Week – The Disinflation Issue

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The big news this week was the lower-than-expected CPI and PPI figures for July. While expectations for a September 50bp (0.5%) rate cut by the Fed changes on a daily basis, DKI agrees with current consensus that we’ll see a 25bp cut next month. We believe that’s premature and unwise, but still think that’s what’s … Read more

July CPI is 2.9% – Breaks 3-Handle

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Overview: Today, we got the July Consumer Price Index (CPI) report which showed an overall increase of 2.9% for the last year and 0.2% for the month. That’s below last month’s 3.0% and expectations of 3.0%. The 0.2% monthly increase was in line with the 0.2% expected, and a bigger increase vs last month’s -0.1%. … Read more

July PPI is Below Expectations

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The PPI stands for Producer Price Index. The reason it’s important as a measure of inflation, is generally, producers see an increase in prices first. When those producers pass on price increases to consumers, we then see that as inflation reflected in a higher CPI (consumer price index) or PCE (personal consumption expenditures). I’ve been … Read more

Current Recommendations Page Updated

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Hi All, I’ve just updated the Current Recommendations page and modified the presentation. As explained on the page, some outsized returns in positions like Bitcoin and my participation in the authID secondary have moved my portfolio weightings. While I view Bitcoin as a long-term holding with huge upside, that doesn’t mean I’d recommend someone new … Read more

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