New Research Position
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DKI Featured on Stocks for Beginners
I had the opportunity to talk with Phil Muscatello on his great podcast, Stocks for Beginners. Here’s Phil’s intro: In this episode I’m joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy. Let’s face it, the economy can be dry and complicated. … Read more
DKI Featured on Deep Dive Inside
I had the opportunity to be a guest on Chad Hagan’s podcast which just went public today. We talk dollars, sense, economic indicators, housing, and taxes. Please feel free to check it out here: https://www.buzzsprout.com/2127142/14773690
March CPI is 3.2%
This piece was originally published on April 10th, 2024 Overview: Today, we got the March Consumer Price Index (CPI) report which showed an overall increase of 3.5% unadjusted in the last year and 0.4% vs last month. That’s above last month’s 3.2% and expectations of 3.4%. The 0.4% monthly increase annualizes to 4.9%. The Core … Read more
Weekly Points – April 5th, 2024 – 5 Things to Know in Investing This Week – The Shockwave Takeover Issue (Includes video version)
The Shockwave offer that DKI predicted in December happened this week with Johnson & Johnson agreeing to pay $335 per share in cash. DKI subscribers celebrated! The PMI came in hot. Don’t want to read the details? The conclusion is “higher for longer”. More insane calls by “experts” crying for lower interest rates in order … Read more
Inflation Report Tomorrow
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Takeover – Shockwave Medical ($SWAV) Being Bought by Johnson & Johnson ($JNJ) for $335
DKI originally recommended Shockwave Medical ($SWAV) in December when the stock was at $190. A key part of our positive thesis on the stock was our expectation of a takeover at > $300. This morning, Johnson & Johnson ($JNJ) announced a deal to buy $SWAV for $335 in cash. I’d like to thank cardiologist and … Read more
Selina – A Good Miss!
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Portfolio Update
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Weekly Points–March 29th, 2024 – 5 Things to Know in Investing This Week – The Shockwave Issue
The Personal Consumption Expenditures (PCE) Index is the preferred inflation metric for the Federal Reserve. This month’s report came out during Good Friday when the markets are closed. Within hours, the hawks who favor higher rates and the doves who favor lower rates all claimed the report vindicated their view. We’ll elaborate. Shockwave Medical $SWAV … Read more
