5 Things to Know in Investing This Week – The Why is Bitcoin Down Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
#coreCPI
June – CPI Update
As before, I also think the previous 9-10 page commentary was helpful when I started writing it every month, but is no longer serving us well. The CPI report does matter, but it’s not driving markets like it did in ’22, ’23, and ’24. In addition, the economy doesn’t change completely from month to month … Read more
5 Things to Know in Investing This Week – The Warsh Fed Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
CPI Update
I’m currently on a train which is why today’s CPI report is late. I also think the previous 9-10 page commentary was helpful when I started writing it every month, but is no longer serving us well. The CPI report does matter, but it’s not driving markets like it did in ’22, ’23, and ’24. … Read more
5 Things to Know in Investing This Week – The Market Ignores the CPI Issue
Quick announcement: I’ll be in Siem Reap, Cambodia for the next couple of weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. Also, I was … Read more
January CPI is 2.4%
Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year. That’s below last month and below the 2.5% expected. The monthly change was 0.2% vs the 0.3% estimate. The Core CPI which excludes food and energy was up 2.5%, consistent with expectations. The … 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 CPI is “Estimated” Issue
We got an estimated CPI that shows inflation has slowed. The market loved seeing that, but I still think inflation is too high. Plus, do any of you think the Bureau of Labor Statistics estimated a low CPI? Me either. Oil prices continue to fall. Efforts to embargo Russian oil have failed. DKI predicted this … Read more
November CPI is 2.7%
Overview: Today, we got the November Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year. There was no October report due to the government shutdown so there will be no monthly comparisons in this piece. The annual number is down 0.3% from the September report and 0.4% below … Read more
September CPI is 3.0%
Overview: Today, we got the September Consumer Price Index (CPI) report which showed an overall increase of 3.0% for the last year and up 0.3% for the month (annualizes to 3.7%). The annual number is up 0.1% from August and 0.1% below expectations. The monthly is up 0.3% and 0.1% below expectations. The Core CPI … Read more
