New Idea in Public Tomorrow
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New Idea Signs New Customer
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Weekly Points – May 3rd, 2024 – 5 Things to Know in Investing This Week – The Everybody Shut Up Issue
The Federal Reserve completed its May meeting and kept rates unchanged. So, why did the market rise? The Bank of Japan intervened to save the yen twice to no effect before getting bailed out by the Fed taper and a weak employment report. Irresponsible people in Washington are saying insane things. DKI’s solution: Everybody stop … Read more
Funny Framing in the New Position
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April Fed Meeting Tapers QT
The Federal Reserve completed its April meeting, and kept the fed funds rate unchanged. Your bullet points ahead of Chairman Powell’s 2:30PM press conference. The fed funds rate remains unchanged at 5.25% – 5.50%. Earlier this year, most market participants expected the Fed to cut by either the January meeting or the March one. … Read more
Monthly Depth Report – April 2024 – The Blind Leading the Confused
One of the best experiences I’ve had in my investment career was being partner and co-portfolio manager with Raji Khabbaz. He’s a fantastic stock-picker and the two of us spent the better part of a decade discussing and debating investment ideas. Early in 2020, we spent a lot of time talking about Covid, trying to … Read more
New Position – Full Writeup
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Weekly Points – April 26th, 2024 – 5 Things to Know in Investing This Week – The Stagflation Issue
We saw a weak and overstated GDP print combined with a higher inflation metric. The conclusion is that absent government spending, we’re heading for stagflation. One problem: government spending is destroying value. Mish Shedlock warns that we can’t vote our way out of the problem. On the commercial real estate front, landlords are coming up … Read more
Coursera ($COUR) 1Q ’24 Earnings Follow-Up Information
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Two Media Appearances Tomorrow (Wednesday)
I’ll be doing a Twitter Space tomorrow on the Federal Open Market Committee. It’s hosted by Tracy Shuchart (@chigrl) and starts at 11am Eastern Time. Other guests include Andy Constan, Peter Boockvar, Neely Tamminga and Mike Green (@profplum99). Link here: https://twitter.com/chigrl/status/1784990681569608186 For those of you who don’t have the time, here’s your preview: “higher for … Read more
