Referral program

Weekly Points – April 5th, 2024 – 5 Things to Know in Investing This Week – The Shockwave Takeover Issue (Includes video version)

The Shockwave offer that DKI predicted in December happened this week with Johnson &  Johnson agreeing to pay $335 per share in cash. DKI subscribers celebrated! The PMI came in  hot. Don’t want to read the details? The conclusion is “higher for longer”. More insane calls by “experts” crying for lower interest rates in order … 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

4Q ’23 GDP is Excellent – Sort of…

The first estimate of 4Q GDP came out this morning. Growth of 3.3% was well above expectations of 2%. As usual, we’ll go through a couple of adjustments. DKI adjusts for change in private inventories because it reflects inventory stocking or de-stocking as opposed to actual economic activity. 4Q inventory additions were only .07% which … Read more

Weekly Points – December 1st, 2023 – 5 Things to Know in Investing This Week – The Government and Consumer Big Spending Issue

It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more

Why Haven’t We Had a Recession Yet?

This piece was originally published on November 27th, 2023. Overview: Market pundits have been spending the last two years predicting recessions. The typical setup right now is they project it will happen in the next 2-3 quarters. Every week, I see pundits projecting a recession in 1H 2024. Many of them are the same people … Read more

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