#federalreserve

Weekly Points – November 22nd, 2024 – 5 Things to Know in Investing This Week – The Nvidia Calms the Market Issue

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Each time Nvidia $NVDA reports earnings, it’s the most important earnings announcement ever. Results were fantastic, but already incorporated into market expectations leading to little stock reaction. Walmart $WMT and Target $TGT indicate the consumer is shifting to lower-priced retail. It’s yet another indication that consumers prefer a drive for lower prices over a focus … Read more

October CPI is 2.6%

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Overview: Today, we got the October Consumer Price Index (CPI) report which showed an overall increase of 2.6% for the last year and 0.2% for the month. That’s above last month’s 2.4% and in-line with expectations. The Core CPI which excludes food and energy was up 3.3% vs last year and up 0.3% from last … Read more

Weekly Points – November 8th, 2024 – 5 Things to Know in Investing This Week – The President Elect Trump Loves Bitcoin Issue

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The polls have been inaccurate for the past three US Presidential elections. Knowing that, DKI was watching Bitcoin, the prediction markets, and a few other select stocks and economic markers to see that a Trump landslide was coming long before the network announcers could do so. Could we get a sound money advocate as Federal … Read more

Fed Cuts by 25bp

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The Federal Reserve cut the fed funds rate by 25bp (.25%). This was expected and the stock market isn’t reacting. Futures markets indicate an expectation for another 25bp cut in December. That also reflects no change from prior expectations. The Powell press conference begins in 15 minutes.   Information contained in this report, and in … Read more

Weekly Points – November 1st, 2024 – 5 Things to Know in Investing This Week – The Government is Misleading You Issue

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All summer and fall, we saw market analysts claim the Fed won the war on inflation. This week, the Core PCE remained stubbornly high. Some claim we’re heading for stagflation. We should pay attention to that warning. 3Q GDP came in below last quarter. Even worse, this economic “growth” is really value-destroying government spending pushing … Read more

Macro Update

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Published to the Deep Knowledge Investing blog on November 3rd, 2024. I have been writing less about the macro-economic environment lately. That’s been for two reasons. The primary one is in 2022 and through much of 2023, it was macro considerations that were driving the market. Understanding what was happening with inflation and the Federal … Read more

Weekly Points – October 18th, 2024 – 5 Things to Know in Investing This Week – The Central Bankers Are Delusional Issue

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Central banks shatter irony meters as a Fed Governor insists they have unlimited dollars, but it’s Bitcoin that has no value. Not to be outdone, the European Central Bank lowers interest rates and at the same time, warns of coming higher inflation. They’d be better off admitting they’re trapped than saying nonsensical things in public. … Read more

Weekly Points – October 11th, 2024 – 5 Things to Know in Investing This Week – The We Warned You About Rebound Inflation Edition

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Most of this week’s 5 Things relates to government mismanagement of the economy. We draw two conclusions. First, the government should involve itself in less of the economy. Second, we should have called this “The Government is Mismanaging Things Edition”. One month after DKI told you the Fed cut rates too soon, the Core CPI … Read more

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