The Decoupling Issue
This week’s 5 Things issue is now publicly available: https://deepknowledgeinvesting.com/5-things-to-know-in-investing-this-week-the-decoupling-issue/
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5 Things to Know in Investing This Week – The Decoupling Issue
The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more
Weekly Points – October 3rd, 2025 – 5 Things to Know in Investing This Week – The Government Shutdown Issue
The Federal government shut down this week. Democrat and Republican donors cheered. Politicians threatened the end of the world in front of microphones. The market shrugged. DKI has spent years expressing concern about the lack of pharmaceutical production capacity in the US combined with our large prescription drug use. President Trump uses tariff threats to … Read more
Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue
Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The … Read more
Weekly Points – September 19th, 2025 – 5 Things to Know in Investing This Week – The Fed Agrees with President Trump Issue
The big news of the week was the Fed doing exactly what we all expected they’d do; cut the fed funds rate into inflation 50% above the made-up 2% target. Did anyone else catch Chairman Powell accidentally agreeing with President Trump? Gemni has its IPO and the Nasdaq invests. Did anyone expect the crypto markets … Read more
Weekly Points – September 12th, 2025 – 5 Things to Know in Investing This Week – The Tech and Fin-Tech Issue
We have an extra-long version of the 5 Things this news-heavy week. The CPI rose and was above expectations. The Fed is still going to cut. There’s still no evidence of massive tariff-based inflation yet. The BLS crushes its former record for downward job revisions. They need new methodology and President Trump was right to … Read more
Weekly Points – September 5th, 2025 – 5 Things to Know in Investing This Week – The De-Merger Issue
Judge Amit Mehta, an Obama appointee, determined Google was abusing an illegal monopoly. The law says he’s supposed to end the monopoly and eliminate the profits from it. Instead, he left it in place and Google is still sending Apple tens of billions of dollars a year. Revolution Wind had its wind power project stopped … Read more
Weekly Points – August 29th, 2025 – 5 Things to Know in Investing This Week – The Medical Device Takeover Issue
MannKind is acquiring DKI portfolio position scPharmaceuticals ($SCPH) for $5.35/share in cash and a contingent value right worth up to $1.00. It’s the second medical device acquisition from the DKI portfolio in the past two years and the third acquisition premium in four years. Steel prices fall as US suppliers increase capacity. Just a couple … Read more
Weekly Points – August 22nd, 2025 – 5 Things to Know in Investing This Week – The Chairman Speaks Issue
Chairman Powell leans dovish in his annual remarks causing risk assets including Bitcoin, gold, equities, and energy to trade up sharply. DKI disagrees with the (potential) decision to cut rates, but still profits from it. The White House will be pleased, but don’t expect the President to start praising Powell in public. Copper tariffs are … Read more
Weekly Points – August 15th, 2025 – 5 Things to Know in Investing This Week – The CPI vs PPI Issue
This week, we got a lower-than-expected CPI. Hooray, the Fed will cut! Then, we got a higher-than-expected PPI. Oh no, the Fed can’t cut! There’s some evidence that tariffs are raising prices for now, but not nearly as bad as the fiat economist threatened. The US puts a 15% tariff on $NVDA and $AMD chip … Read more
