5 Things to Know in Investing This Week – The Market Ignores the CPI Issue
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Weekly Points – March 21st, 2025 – 5 Things to Know in Investing This Week – The Slowing Sales Issue
DKI has been warning about a weak private sector for more than a year, but consumers kept spending down their savings and taking on more debt. Recent data indicates we might be reaching the end-point of that practice as debt peaks and sales are weak. The Federal Housing Administration appears to be paying the mortgages … Read more
Weekly Points – December 20th, 2024 – 5 Things to Know in Investing This Week – The Dollar Milkshake Edition
In a week of silly and contradictory headlines, the Federal Reserve takes the top spot. The world’s premiere central bank managed to lower the fed funds rate into increasing inflation while reducing future rate hike expectations. Every month, they appear more political. After a month of reporting on weak consumer sales in high-priced discretionary items, … Read more
Weekly Points – June 21st, 2024 – 5 Things to Know in Investing This Week – The Taylor Swift is Responsible for Inflation Issue
Yet another government agency revises its projections. This seems to be a weekly thing these days. Anyone want to guess which direction the revisions headed? The Bank of England disappoints UK doves and holds rates steady. DKI thinks it’s all Taylor Swift’s fault. GameStop $GME management combined with Roaring Kitty’s memes have been great for … Read more
Weekly Points – March 15th, 2024 – 5 Things to Know in Investing This Week – The Stagflation and Doom Issue
This wasn’t a good week for the “pivot” people and asset gatherers who have been begging the Federal Reserve for lower rates. We got a higher-than-expected CPI and PPI. Making things worse, the short-term monthly numbers have started to accelerate meaning the disinflation story might be dead for now. Retail sales and manufacturing numbers were … Read more
Weekly Points – February 16th, 2024 – 5 Things to Know in Investing This Week – The Opposite Day Issue
This week, economic data decided to pull a George Costanza and do the opposite of everything it has been doing. DKI has highlighted the trend of inconsistent data in recent months, and this week, many of those inconsistent trends reversed. Confusing? Don’t worry, we’ll explain. We also have some excellent fundamental news from Shockwave Medical … Read more
Weekly Points – January 19th, 2024 – 5 Things to Know in Investing This Week – The More Inconsistent Data Issue
Like last week, we’re seeing more inconsistent data. The retail sales number indicates a strong economy and a “higher for longer” Federal Reserve. The new manufacturing data indicates a weakening economy and a “pivot now” Fed. The most likely result is the Fed doing nothing for now. Taiwan Semiconductor ($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
The Depth Report – Is the Economy as Good as They’re Telling Us?
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