5 Things to Know in Investing This Week – October 31st, 2025 – The Scary Powell Comment Issue
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What if OpenAI is Like Enron and Nvidia is Like Cisco
Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the … Read more
Weekly Points – August 8th, 2025 – 5 Things to Know in Investing This Week – The You’re Fired Issue
President Trump fires the head of the BLS. We immediately get performative complaining that the integrity of the BLS and the government data collection process is being threatened and politicized. Somehow, the “integrity” crowd ignores the fact that last year, there were two 800k plus revisions and we just had a 258k revision. Firing the … Read more
Weekly Points – May 30th, 2025 – 5 Things to Know in Investing This Week – The Reshoring Issue
Maybe we should have called this The Energy Issue. President Trump is trying to cut through decades of red tape by building nuclear reactors on military bases. If you want to electrify everything and have AI datacenters without more carbon-based energy, nuclear is the only option. Do you own enough uranium? 90% of US companies … Read more
Updates on the Economy and Portfolio Companies
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Weekly Points – February 23rd, 2024 – 5 Things to Know in Investing This Week – The All Nvidia All the Time Issue
At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($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 – December 15th, 2023 – 5 Things to Know in Investing This Week – The Pivot Issue
For two years, Wall Street pundits and asset gatherers have been screaming for the Fed to pivot to lower interest rates. Unsurprisingly, they make more money when asset prices are high. They were doing this even as the CPI was approaching double digits and when real inflation was approaching 20%. This week, Fed Chairman, Jerome … Read more
Large Banks, Small Banks, Earnings, and the Fed
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