5 Things to Know in Investing This Week – October 31st, 2025 – The Scary Powell Comment Issue
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$NVDA
5 Things to Know in Investing This Week – The Decoupling Issue
The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more
Weekly Points – October 10th, 2025 – 5 Things to Know in Investing This Week – The Gold! Issue
$AMD offers stock and chips to OpenAI in an effort to break $NVDA’s near-monopoly status. DKI wonders where we’re going to get the electricity supply to power all those chips. Gold crosses $4k on the way to a new all-time high. Or as we like to put it: Gold is staying stable while the dollar … Read more
Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue
Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The … Read more
What if OpenAI is Like Enron and Nvidia is Like Cisco
Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the … Read more
Weekly Points – September 19th, 2025 – 5 Things to Know in Investing This Week – The Fed Agrees with President Trump Issue
The big news of the week was the Fed doing exactly what we all expected they’d do; cut the fed funds rate into inflation 50% above the made-up 2% target. Did anyone else catch Chairman Powell accidentally agreeing with President Trump? Gemni has its IPO and the Nasdaq invests. Did anyone expect the crypto markets … Read more
Weekly Points – August 29th, 2025 – 5 Things to Know in Investing This Week – The Medical Device Takeover Issue
MannKind is acquiring DKI portfolio position scPharmaceuticals ($SCPH) for $5.35/share in cash and a contingent value right worth up to $1.00. It’s the second medical device acquisition from the DKI portfolio in the past two years and the third acquisition premium in four years. Steel prices fall as US suppliers increase capacity. Just a couple … Read more
Weekly Points – August 15th, 2025 – 5 Things to Know in Investing This Week – The CPI vs PPI Issue
This week, we got a lower-than-expected CPI. Hooray, the Fed will cut! Then, we got a higher-than-expected PPI. Oh no, the Fed can’t cut! There’s some evidence that tariffs are raising prices for now, but not nearly as bad as the fiat economist threatened. The US puts a 15% tariff on $NVDA and $AMD chip … Read more
Weekly Points – August 1st, 2025 – 5 Things to Know in Investing This Week – The More Trade Deals Issue
The US and the EU reached a trade deal that was a one-sided adjustment in favor of the US. Somehow, reporters keep failing to mention the continent’s previous trade barriers against the US and the resulting large trade deficit. The Fed stays on “pause” an unpopular move, but I agree with them, or at least … Read more
Weekly Points – July 18th, 2025 – 5 Things to Know in Investing This Week – The Still No Tariff Inflation Issue
The consumer price index rises for the second straight month, but that’s primarily due to shelter prices which have been rising since 2020. Fiat economists are now saying we’ll see tariff-based inflation starting in October. They might be right, but we’re noticing the constant shifting of the goalposts in their doom predictions. Nvidia wins approval … Read more
