5 Things to Know in Investing This Week – The It Just Doesn’t Matter Issue
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$ORCL
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
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 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
