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
CPI
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
CPI Bullet Points
As noted earlier, there won’t be a long 10 page CPI analysis this month. Your bullet points: – CPI of 3.3% was below the 3.4% expected and far above last month’s 2.4%. – Core CPI of 2.6% was below the 2.7% expected and above last month’s 2.5%. – All items CPI was up 0.9% m/m … Read more
CPI Report Will be Delayed
Hi All, Due to travel plans and this month’s CPI report being moved to Friday, I will not be in a position to do the full CPI report writeup today. I’ll be able to read the report and relay to you anything different from expectations or that affects the portfolio, but the usual 10 page … Read more
The Fed Holds
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Mines in the Strait Issue
Is the Strait of Hormuz closed? There have been rumors of ships on fire and Iranian success in adding mines. Some of these rumors were lies and later became true, but as long as captains and ship owners think there’s danger, then the Strait is effectively closed. We saw intra-day oil price moves of 20% … Read more
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
