Market Commentary

CPI Bullet Points

by

As noted earlier, there won’t be a long 10 page CPI analysis this month. Your bullet points: – CPI of 3.3% was below the 3.4% expected and far above last month’s 2.4%. – Core CPI of 2.6% was below the 2.7% expected and above last month’s 2.5%. – All items CPI was up 0.9% m/m … Read more

CPI Report Will be Delayed

by

Hi All, Due to travel plans and this month’s CPI report being moved to Friday, I will not be in a position to do the full CPI report writeup today. I’ll be able to read the report and relay to you anything different from expectations or that affects the portfolio, but the usual 10 page … Read more

5 Things to Know in Investing This Week – The Datacenter Energy Issue

by

IBM pays $11B for Confluent and brings its real-time data streaming in-house. They’re aiming to integrate the AI cloud ecosystem across devices. Nvidia thinks it has a way to turn AI datacenters from something that stresses the grid to something that stabilizes it. This is the solution we’ve seen from many Bitcoin miners. Let’s hope … Read more

Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
Close
loading gif

Available Coupon

X
Close