5 Things to Know in Investing This Week – The Parking Issue
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5 Things to Know in Investing This Week – The Another AI Cap-X Issue
It was a big week for the tech industry. Nvidia and Meta signed a deal for GPUs and CPUs that caused (valid) concerns about Intel and AMD. Google is making a bid for a share of the AI chip business with its TPUs. And if the future trend for compute goes from training to inference, … Read more
5 Things to Know in Investing This Week – The AI Eats Software Issue
The incredible volatility in gold, silver, and Bitcoin continued for most of this week. We give you a quick update along with links for those of you who want a better understanding of what’s really happening. Anthropic announces that its Claude AI can take over functions currently being handled by expensive monthly software subscriptions. SaaS … Read more
5 Things to Know in Investing This Week – The It Just Doesn’t Matter Issue
The Fed cuts by 25bp as expected with more Fed Governors dissenting. At this point, nothing the Fed is going to do actually affects the rate at which businesses and homebuyers borrow. However, a restart of QE (however you want to define the term) means they’re committed to more inflation. The DKI portfolio is prepared … Read more
5 Things to Know in Investing This Week – The Genesis Issue
The government is about to use its incredible stores of data to feed advanced AI models. It could be effective in staying ahead of China, but there are some un-discussed security issues involved. Bitcoin has gone hyper-volatile again. Why does it keep happening at night on weekends? Does it matter? Multiple States are investigating buy … Read more
5 Things to Know in Investing This Week – The AI Agents are Replacing Hackers Issue
I’ve spent two years warning about the massive spending on AI without a business plan to earn a return on that spending. The big tech companies that used to have pristine balance sheets are now taking on record levels of debt to fund their AI spending. In related news, Meta (Facebook) is going to sign … Read more
5 Things to Know in Investing This Week – The All-Nvidia all the Time Issue
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5 Things to Know in Investing This Week – The Earnings Had to be Perfect Issue
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5 Things to Know in Investing This Week – October 31st, 2025 – The Scary Powell Comment 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
