5 Things to Know in Investing This Week – The You Can’t Own GTA VI Issue
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$GME
5 Things to Know in Investing This Week – The Warsh Fed Issue
Kevin Warsh gets the big chair and the most glamorous job in finance. After months of reporters panicking about the loss of Fed independence (something that never existed), Warsh takes over with no room to cut rates. I said in the summer of ’24 that Powell shouldn’t cut. I stand by that assertion. eBay rejected … Read more
5 Things to Know in Investing This Week – The Spirit Management Killed Spirit Airlines Issue
Spirit Airlines filed for Chapter 7 leading X to try to assign political blame. Elizabeth Warren was wrong to brag about blocking the Jet Blue deal and crowing that it was a win for the Biden Administration, but was there something else going on as well? We provide a completely different view free from partisan … Read more
Weekly Points – July 25th, 2025 – 5 Things to Know in Investing This Week – The $LVS Crushes Earnings Issue
Last week, we told you that President Trump was monetizing access to the US consumer market. He did that again by resetting the US trade relationship with Japan. Japan has had trade barriers up for US goods for a long time, and are now potentially contesting the terms of the announced agreement. The terms may … Read more
Weekly Points – September 13th, 2024 – 5 Things to Know in Investing This Week – The Pivot Week Issue
The long-awaited pivot is here. The Federal Reserve is going to cut the fed funds rate this week. Asset gatherers celebrate the opportunity to blow up another asset bubble. The rest of the country should prepare for more misery-causing inflation. Russia talks about limiting exports of uranium during a multi-year supply shortage. Multiple people pinged … Read more
Weekly Points – June 21st, 2024 – 5 Things to Know in Investing This Week – The Taylor Swift is Responsible for Inflation Issue
Yet another government agency revises its projections. This seems to be a weekly thing these days. Anyone want to guess which direction the revisions headed? The Bank of England disappoints UK doves and holds rates steady. DKI thinks it’s all Taylor Swift’s fault. GameStop $GME management combined with Roaring Kitty’s memes have been great for … Read more
