5 Things to Know in Investing This Week – The It Just Doesn’t Matter Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
#OpenAI
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 – September 12th, 2025 – 5 Things to Know in Investing This Week – The Tech and Fin-Tech Issue
We have an extra-long version of the 5 Things this news-heavy week. The CPI rose and was above expectations. The Fed is still going to cut. There’s still no evidence of massive tariff-based inflation yet. The BLS crushes its former record for downward job revisions. They need new methodology and President Trump was right to … Read more
Weekly Points – September 27th, 2024 – 5 Things to Know in Investing This Week – The Government is Trying to Control too Much Issue
The theme in the markets this week was all about increasing government control of the economy and the money supply. The Chinese government poured liquidity into their banking and housing sectors causing equity markets all over the world to rise. There’s new evidence that the government intentionally and unnecessarily killed Silvergate bank. We explain why … Read more
