Google signs an agreement to buy fusion energy. It’s even more efficient than the fission reactors which are our best current and future source of power. The technology isn’t ready yet, but investment in the sector is increasing as we get closer to harnessing this new energy source. It still doesn’t change our thesis on … Read more
We have a lot of technology-related news this week. Hewlett Packard Enterprise partners with Nvidia to make high-end AI servers and further cement Nvidia’s position as the entrenched market leader. Peter Thiel invests $200MM in Polymarket. These prediction markets/betting platforms not only provide people an opportunity to bet on economic or political events; but also, … Read more
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
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
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
Meta signs a deal to secure reliable carbon-free nuclear power for its AI data centers following in the footsteps of competitor, Amazon. DKI has been buying more uranium. Do you own enough? The big music labels take steps to ensure they (and their artists) get paid for music used to train generative AI models. We’re … Read more
Maybe we should have called this The Energy Issue. President Trump is trying to cut through decades of red tape by building nuclear reactors on military bases. If you want to electrify everything and have AI datacenters without more carbon-based energy, nuclear is the only option. Do you own enough uranium? 90% of US companies … Read more
All eyes were on the bond market this week as the bond vigilantes arrive. Want to know what a bond vigilante is? No worries, we explain and tell you what we’re doing about them. Moody’s downgrades US Treasuries. No one cares. We all knew the US government has a debt and spending problem. Meta’s AI … Read more
My second week in South Florida was all about work. It was a good week for Deep Knowledge Investing subscribers as news in a few portfolio names led to stock positions moving in our favor. Many of us have large positions in gold and Bitcoin which set multiple new highs during the week. Uranium has … Read more
