Weekly Points – November 29th, 2024 – 5 Things to Know in Investing This Week – The Consumers Are Revolting Issue

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This week presents more evidence that a weak private market economy and inflation are taking an increased toll on the American consumer. Luxury sales are falling with consumers seeking out used and discounted items. While companies like $MSFT, $GOOG, and $AMZN buy more $NVDA chips to power AI datacenters, consumers balk at buying AI-powered electronics … Read more

Weekly Points – November 22nd, 2024 – 5 Things to Know in Investing This Week – The Nvidia Calms the Market Issue

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Each time Nvidia $NVDA reports earnings, it’s the most important earnings announcement ever. Results were fantastic, but already incorporated into market expectations leading to little stock reaction. Walmart $WMT and Target $TGT indicate the consumer is shifting to lower-priced retail. It’s yet another indication that consumers prefer a drive for lower prices over a focus … Read more

Texas Pacific Land Corporation ($TPL) Being Added to the S&P 500

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Large DKI portfolio position Texas Pacific Land Corporation ($TPL) is up in aftermarket trading on an announcement that it will be added to the S&P 500 on November 26th. DKI first bought $TPL in early 2022 at a split adjusted price of $365. We have since bought and sold it profitably multiple times and also … Read more

Portfolio Update

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On November 3rd, I told subscribers I had bought a small position in $EVLV Jan 17 $2 call options for $.50. I just sold those options for $1.05 (up 110%). I know some of you bought when I did. The news out today was sales of new units was up from the past couple of … Read more

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