5 Things to Know in Investing This Week – The Mines in the Strait Issue
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CPI
February 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 flat compared to last month and consistent with expectations. The monthly change was 0.3% also consistent with the estimate. The Core CPI which excludes food and energy was up 2.5%, flat with … 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 Volatility Issue
Quick announcement: I’ll be in Bangkok for the next few 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. We had most of this … Read more
5 Things to Know in Investing This Week – The Federal Reserve Enables Theft Issue
The CPI stays locked in a tight range thanks to the BLS presenting a constantly-understated version. High inflation continues regardless of the official statistics or the actions of the Fed. Chairman Powell announced that he’s being investigated causing political actors to bemoan the politization of the Fed. The Fed has always been a political institution … Read more
CPI Notes
The December CPI was announced yesterday. Normally, I do an immediate detailed analysis. That made sense when wildly fluctuating inflation metrics had a real impact on what the Fed was going to do. I see the data as less valuable and timely right now. The December CPI was 2.7% with the Core CPI at 2.6%. … 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
