DOGE and the Government Budget Deficit
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Market Commentary
Weekly Points – February 28th, 2025 – 5 Things to Know in Investing This Week – The Public Recession Issue
Nvidia $NVDA has a great quarter, but the stock was priced for perfection. Still, Jensen Huang had some interesting comments on DeepSeek. There are rumors that Microsoft $MSFT is cancelling data center leases…but the big tech firms all just confirmed higher AI spending for 2025. The January PCE falls, but it won’t be enough to … Read more
Weekly Points – February 21st, 2025 – 5 Things to Know in Investing This Week – The Defense Issue
There’s a weird conspiracy theory going around that the Trump Administration will re-value the gold in Fort Knox and restructure the dollar. DKI thinks this is unlikely, but we do see the value in going through the idea as a thought experiment. Dell nears a massive final contract with xAI giving us another data point … Read more
The Trump FTC is Copying Democrats – Why I Changed My Mind on Antitrust
Years ago, I used to favor a lax FTC (Federal Trade Commission) regarding antitrust issues. I’m in favor of property rights and if Microsoft wanted to bundle it’s lousy Internet Explorer with Windows, why would I care? It was easy to download a different browser and make that new one the default. My general view … Read more
Weekly Points – February 14th, 2025 – 5 Things to Know in Investing This Week – The I Was Wrong About DOGE Issue
Many Americans are horrified at how our government is spending money. Candidate Trump ran for President promising to go through the budget line by line. Most Americans expected to find waste, but the amount of theft and fraud is staggering. We also found out that the “independent” press is being funded by massive “foreign aid” … Read more
Danes Threaten to Make California Great Again
I recently had a talk with one of our Danish subscribers regarding President Trump’s interest in Greenland as well as his likely end goal for European tariffs. While President Trump’s public comments caused some concern in Denmark, the population there quickly calmed down and realized the US isn’t about to start a war with a … Read more
January CPI Rises to 3.0%
Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 3.0% for the last year and 0.5% for the month (annualizes to 6.2%). That’s above last month’s 2.9% and above the prior month’s 2.7%. The annual number was 0.1% above expectations. The monthly was a large 0.2% above … Read more
Weekly Points – February 7th, 2025 – 5 Things to Know in Investing This Week – The President Trump is Doing More Things Issue
President Trump and his team are energetically remaking both the Federal government and our trade relationships. The pace of change has been incredible, and depending on your political preferences, you’re either thrilled or appalled. As always, we’ll try to bring you a clear view on policy and leave the politics to others. As I write … Read more
Weekly Points – January 31st, 2025 – 5 Things to Know in Investing This Week – The President Trump is Doing Things Issue
This week’s news was dominated by two things. President Trump made financial news on central bank digital currencies (CBDCs) by banning them. DKI and liberty-minded readers cheered this! He also used tariffs to compel Colombian cooperation although the situation with Mexico and Canada is cloudy as of this writing. (That’s more troubling.) The Bank of … Read more
Tariffs, More Tariffs, Tariff Delays – Is it Time to Panic Yet?
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