I think the primary reason the market was up big on Friday was Senate Democrats caved and agreed to the Republican spending bill. This avoided a pending government shutdown. Even though Democrats wanted more spending, the stated reason for agreeing to the bill was that if Democrats didn’t, they feared that during the ensuing government … Read more
There’s a weird conspiracy theory going around that the Trump Administration will re-value the gold in Fort Knox and restructure the dollar. DKI thinks this is unlikely, but we do see the value in going through the idea as a thought experiment. Dell nears a massive final contract with xAI giving us another data point … Read more
Many Americans are horrified at how our government is spending money. Candidate Trump ran for President promising to go through the budget line by line. Most Americans expected to find waste, but the amount of theft and fraud is staggering. We also found out that the “independent” press is being funded by massive “foreign aid” … Read more
A while back, we tried to transition to more stock-related “Things” for this piece. Then, we get a week like this one where all the news is macro and inflation. We’re nothing if not flexible so that’s what we have this week. Inflation indexes come in above expectations and above last month. DKI warned the … Read more
