Portfolio Update
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$NVDA
5 Things to Know in Investing This Week – The It Just Doesn’t Matter Issue
The Fed cuts by 25bp as expected with more Fed Governors dissenting. At this point, nothing the Fed is going to do actually affects the rate at which businesses and homebuyers borrow. However, a restart of QE (however you want to define the term) means they’re committed to more inflation. The DKI portfolio is prepared … Read more
5 Things to Know in Investing This Week – The AI Agents are Replacing Hackers Issue
I’ve spent two years warning about the massive spending on AI without a business plan to earn a return on that spending. The big tech companies that used to have pristine balance sheets are now taking on record levels of debt to fund their AI spending. In related news, Meta (Facebook) is going to sign … Read more
5 Things to Know in Investing This Week – The All-Nvidia all the Time Issue
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Semiconductor Research Calls
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Foundry Incentives
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5 Things to Know in Investing This Week – The Shutdown Ends Issue
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New Position
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5 Things to Know in Investing This Week – The Earnings Had to be Perfect Issue
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5 Things to Know in Investing This Week – October 31st, 2025 – The Scary Powell Comment Issue
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