authID Update
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authID ($AUID) – I Think it’s a Big Deal
This morning, authID ($AUID) announced an OEM relationship with Prove to Provide Deepfake‑Resistant Identity Verification Capabilities Globally and Defend Against AI‑Generated Fraud. I have calls in to company executives to get more information. As of now, I believe that this deal will result in revenue to $AUID based on Prove’s existing book of business. On … Read more
Weekly Points – June 20th, 2025 – 5 Things to Know in Investing This Week – The Powered by Nuclear Power Issue
The Fed didn’t cut rates as expected, but the new dot plot and some hawkish comments by Chairman Powell caused the market concern. We explain the multiple reasons why DKI isn’t worried about Fed projections. The GENIUS act is heading towards approval and Americans are about to be introduced to the benefits of stablecoins. They … Read more
Geopolitics
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New Position
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Weekly Points – June 13th, 2025 – 5 Things to Know in Investing This Week – The Tariffs Didn’t Create a Disaster Issue
Lots of tariff-related non-news this week. The CPI was up by 0.1% which was far from the disaster predicted by fiat economists. Energy has been a tailwind and may become a headwind. Shelter may become a tailwind. Either way, prices of goods are not rising as feared. The press report on the jobs report is … Read more
Portfolio Update
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Evolv Technologies ($EVLV) Update
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authID ($AUID) Update
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May CPI is 2.4%
Overview: Today, we got the May Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year and up 0.1% for the month. The annual number is up 0.1% from April and in line with expectations. The monthly is down 0.1% and below expectations. The Core CPI which excludes food … Read more
