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Weekly Points – August 22nd, 2025 – 5 Things to Know in Investing This Week – The Chairman Speaks Issue
Chairman Powell leans dovish in his annual remarks causing risk assets including Bitcoin, gold, equities, and energy to trade up sharply. DKI disagrees with the (potential) decision to cut rates, but still profits from it. The White House will be pleased, but don’t expect the President to start praising Powell in public. Copper tariffs are … Read more
Weekly Points – March 14th, 2025 – 5 Things to Know in Investing This Week – The (sort of) Disinflation Issue
One month after the market worried about an increase in the CPI, it celebrated a slightly lower reading. That seems great until you look at the chart and see that there’s been no real progress on inflation in months. In order to get inflation down, the government could cut wasteful spending. DKI likes that option … Read more
Weekly Points – September 20th, 2024 – 5 Things to Know in Investing This Week – The We Pivoted Bigly Issue
Years ago, President Trump talked about a change in tax rates that he described as “big league”. It was misinterpreted as “bigly” and a new word entered the lexicon. Last week, the Fed pivoted and cut the fed funds rate. This cut was more than two years after Fed doves and asset gatherers started begging … Read more
Weekly Points – September 6th, 2024 – 5 Things to Know in Investing This Week – The AI Chip Issue
The big story in investing this year has been optimism and worry about demand for the chips powering AI applications. While generative AI has demonstrated some impressive capabilities, there are fears regarding when there will be a profitable business model to support the tens of billions of dollars of capital expenditures currently being made in … Read more
Weekly Points – August 16th, 2024 – 5 Things to Know in Investing This Week – The Disinflation Issue
The big news this week was the lower-than-expected CPI and PPI figures for July. While expectations for a September 50bp (0.5%) rate cut by the Fed changes on a daily basis, DKI agrees with current consensus that we’ll see a 25bp cut next month. We believe that’s premature and unwise, but still think that’s what’s … Read more
