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 – January 19th, 2024 – 5 Things to Know in Investing This Week – The More Inconsistent Data Issue

Like last week, we’re seeing more inconsistent data. The retail sales number indicates a strong economy and a “higher for longer” Federal Reserve. The new manufacturing data indicates a weakening economy and a “pivot now” Fed. The most likely result is the Fed doing nothing for now. Taiwan Semiconductor ($TSM) guidance moves the market. And … Read more

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