$NVDA
Weekly Points–March 29th, 2024 – 5 Things to Know in Investing This Week – The Shockwave Issue
The Personal Consumption Expenditures (PCE) Index is the preferred inflation metric for the Federal Reserve. This month’s report came out during Good Friday when the markets are closed. Within hours, the hawks who favor higher rates and the doves who favor lower rates all claimed the report vindicated their view. We’ll elaborate. Shockwave Medical $SWAV … Read more
Weekly Points – February 23rd, 2024 – 5 Things to Know in Investing This Week – The All Nvidia All the Time Issue
At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more
5 Things to Know – Video Version – The All Nvdia All the Time Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The All Nvidia All the Time Issue This week, we’ll address the following topics: -Nvidia ($NVDA) bulls insist that this week’s earnings report is the most important of all-time. The company beat … Read more
Weekly Points – January 19th, 2024 – 5 Things to Know in Investing This Week – The More Inconsistent Data Issue
Like last week, we’re seeing more inconsistent data. The retail sales number indicates a strong economy and a “higher for longer” Federal Reserve. The new manufacturing data indicates a weakening economy and a “pivot now” Fed. The most likely result is the Fed doing nothing for now. Taiwan Semiconductor ($TSM) guidance moves the market. And … Read more
Weekly Points – December 15th, 2023 – 5 Things to Know in Investing This Week – The Pivot Issue
For two years, Wall Street pundits and asset gatherers have been screaming for the Fed to pivot to lower interest rates. Unsurprisingly, they make more money when asset prices are high. They were doing this even as the CPI was approaching double digits and when real inflation was approaching 20%. This week, Fed Chairman, Jerome … Read more