Intel crushes estimates and raises guidance. Results in the 18A plant are ahead of expectations. They increase the cap-x budget to meet profitable demand. Yet the stock fall. We explain. In recent weeks, we’ve taken on the issue of personal ownership of purchased goods. President Trump is addressing the right to repair issue in favor … Read more
Quick announcement: I’m off and working from new locations for another year. I’ll be in Antigua, Guatemala for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to … Read more
Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. The big news of the week … Read more
Lots of supply chain and trade war news this week. China renews and strengthens restrictions on export of rare earth elements and magnets. They’ve spent decades securing the upper hand in these crucial components leaving the west no choice but to invest in our own mining and refining capacity. Silver joins fellow precious metal gold … Read more
President Trump took office and immediately created excitement, new policies, and uncertainty that affects the dollar, corporate trade, the future of technology, gold, Bitcoin and other digital assets. We’ll address some of these topics in this issue and come back to others in next week’s 5 Things. Goldman Sachs enters a debate DKI has been … Read more
