5 Things to Know in Investing This Week – October 31st, 2025 – The Scary Powell Comment Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
#AI
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
New DKI Features on the Way
Hi All, I’m excited to update you on some new DKI features that are on the way. – I think the AI revolution is real and that it will have a huge impact on our lives. It’s no longer just a toy to make funny pictures and silly poems. We’ll be adding a new member … Read more
Weekly Points – June 6th, 2025 – 5 Things to Know in Investing This Week – The Nuclear AI Issue
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
DeepSeek and the Need for Power Generation
Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more
DeepSeek and the DKI Portfolio
As you all know by now, DeepSeek caused an implosion of the US-based technology and energy space on Monday. On Tuesday, the market decided it has over-reacted and many of the heavily-sold stocks regained ground. I want to address the speculation on both sides of the discussion and to update you on how this affects … Read more
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
