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Weekly Points – March 8th, 2024 – 5 Things to Know in Investing This Week – The Powell Just Hit the Panic Button Issue

This week, Jerome Powell spoke to Congress and was more dovish than he’s been in years. He’s gone from channeling former Fed Chairman, Volker, who crushed inflation with interest rates approaching 20% to sounding like Volker’s predecessor, Arthur Burns, who reduced interest rates before getting inflation under control. We saw weaker than expected job reports, … Read more

Weekly Points – March 1st, 2024 – 5 Things to Know in Investing This Week – The Everyone is Wrong and Should Admit it Issue

In December, we produced a version of the 5 Things titled “The Smart People Doing Smart Things Issue”. This time, we’re not so positive. This was a week of people being consistently wrong including Bitcoin bears who refuse to apply a consistent lens for their thesis when it’s not working, Fed doves who keep insisting … Read more

Weekly Points – February 23rd, 2024 – 5 Things to Know in Investing This Week – The All Nvidia All the Time Issue

At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more

Weekly Points – February 16th, 2024 – 5 Things to Know in Investing This Week – The Opposite Day Issue

This week, economic data decided to pull a George Costanza and do the opposite of everything it has been doing. DKI has highlighted the trend of inconsistent data in recent months, and this week, many of those inconsistent trends reversed. Confusing? Don’t worry, we’ll explain. We also have some excellent fundamental news from Shockwave Medical … Read more

Weekly Points – February 9th, 2024 – 5 Things to Know in Investing This Week – The Silly People Saying Silly Things Issue

Treasury Secretary, Janet Yellen speaking in public typically leads to her accidentally saying things out loud that confirm the fears of her critics. At the same time, the Bitcoin bears who celebrated a small decrease in the dollar price of Bitcoin last month have gone into hibernation causing quiet in my Twitter/X feed. I believe … Read more

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