Weekly Points – May 17th, 2024 – 5 Things to Know in Investing This Week – The Let’s Look at the Data Issue
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
Enrique Abeyta, Nuclear Energy, and Talen Energy $TLNE
You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years. Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a … Read more
Projection and Inaccurate Accusations by the Short Sellers in AuthID ($AUID)
In my original report on AuthID, I treated the work done by short sellers with respect. I noted that they had been right on the stock for several years, and explained where my current view differed from theirs. I invited them to contact me if they had any issues with my report, or thought I … Read more
April CPI is 3.4%
This piece was originally published on May 15th, 2024 Overview: Today, we got the April Consumer Price Index (CPI) report which showed an overall increase of 3.4% unadjusted in the last year and 0.3% vs last month. That’s slightly below last month’s 3.5% and in-line with expectations of 3.4%. The 0.3% monthly increase was below … Read more
Weekly Points – May 10th, 2024 – 5 Things to Know in Investing This Week – The That’s Not What I Said Issue
This week, we released the DKI report on AuthID in public and explain the use cases for biometric security. The stock has some near-term catalysts, and the full report is available on the DKI website. DKI Intern, Andrew Brown, brings up the complicated issue of whether the government should interfere in free markets to “help” … Read more
April PPI Above Expectations
The PPI is the producer price index, and is a measure of wholesale prices. In general, higher producer prices make their way into higher consumer prices. The April PPI was up 0.5% from last month which was much higher than the 0.3% expected. It also reversed the direction of last month’s decline. The yearly PPI … Read more