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Weekly Points – May 24th, 2024 – 5 Things to Know in Investing This Week – The Most Important Issue Ever Issue

DKI had Enrique Abeyta from HX Research on to discuss Talen Energy $TLNE. We’ve been positive on nuclear energy and uranium so his description of the value of Talen’s nuclear plant and high-priced energy sales contract was welcome. Nvidia reported earnings. Everyone likes to joke that it’s the “most important earnings announcement of our lifetime”, … Read more

Weekly Points – March 8th, 2024 – 5 Things to Know in Investing This Week – The Powell Just Hit the Panic Button Issue

This week, Jerome Powell spoke to Congress and was more dovish than he’s been in years. He’s gone from channeling former Fed Chairman, Volker, who crushed inflation with interest rates approaching 20% to sounding like Volker’s predecessor, Arthur Burns, who reduced interest rates before getting inflation under control. We saw weaker than expected job reports, … Read more

Weekly Points – January 26th, 2024 – 5 Things to Know in Investing This Week – The Super-Duper Inconsistent Data Issue

Every week in January, we’ve been pointing out the inconsistencies we see in macro-economic data. The trend becomes even more pronounced this week with contradictory insight on the economy being provided by the GDP report, the Fed’s preferred inflation metric, and the purchasing manager’s index. The results are so confusing that commentary by S&P Global … Read more

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