DKI stock pick, AuthID, announces 1Q revenue almost as high as all of 2023. Guidance indicates they expect quarterly revenue to double this year. They still need to announce new contracts, but the year is off to an excellent start. Lyn Alden @LynAldenContact makes a brilliant point explaining fiscal dominance. DKI illustrated the Fed’s dilemma … Read more
This week, we released the DKI report on AuthID in public and explain the use cases for biometric security. The stock has some near-term catalysts, and the full report is available on the DKI website. DKI Intern, Andrew Brown, brings up the complicated issue of whether the government should interfere in free markets to “help” … Read more
The Federal Reserve completed its May meeting and kept rates unchanged. So, why did the market rise? The Bank of Japan intervened to save the yen twice to no effect before getting bailed out by the Fed taper and a weak employment report. Irresponsible people in Washington are saying insane things. DKI’s solution: Everybody stop … Read more
We saw a weak and overstated GDP print combined with a higher inflation metric. The conclusion is that absent government spending, we’re heading for stagflation. One problem: government spending is destroying value. Mish Shedlock warns that we can’t vote our way out of the problem. On the commercial real estate front, landlords are coming up … Read more
This was an exciting week for Bitcoin holders and hodlers as the fourth-ever halving took place on Friday. The American consumer got back to work spending ever more on goods and services. Some of that was inflation and some was more consumption. That same consumer is a bit overstretched and some have started paying fees … Read more
This was a big week for connected events. The increase in the CPI was a surprise to the disinflation crowd that’s been screaming for lower interest rates for almost two years. Higher CPI leads to higher for longer interest rates which pushes up the dollar against the yen. That’s about to force the Bank of … Read more
The Shockwave offer that DKI predicted in December happened this week with Johnson & Johnson agreeing to pay $335 per share in cash. DKI subscribers celebrated! The PMI came in hot. Don’t want to read the details? The conclusion is “higher for longer”. More insane calls by “experts” crying for lower interest rates in order … Read more
The Personal Consumption Expenditures (PCE) Index is the preferred inflation metric for the Federal Reserve. This month’s report came out during Good Friday when the markets are closed. Within hours, the hawks who favor higher rates and the doves who favor lower rates all claimed the report vindicated their view. We’ll elaborate. Shockwave Medical $SWAV … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Shockwave Issue with guest Enrique Abeyta This week, we’ll address the following topics: -The PCE is still too high, but in-line with expectations. Fed doves and asset gatherers resume begging for … Read more
This was a big week for people who follow macroeconomic news. The Federal Reserve kept rates and the dot plot unchanged, but the press release was carefully worded to be opaque. We’ll explain why. After more than a decade of near and even below-zero interest rates at the Bank of Japan, they finally responded to … Read more
