5 Things to Know in Investing This Week – The Warsh is Trapped Issue
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#SpaceX
5 Things to Know in Investing This Week – The Intel Crushes the Quarter Issue
It was a busy news week so we’re going with 6 Things this edition. Intel reports a fantastic quarter sending the stock up more than 20% in the aftermarket. DKI subscribers earn 130% in five months. Sysco is acquiring Jetro for $29B. The world’s largest food distributor will now have physical locations. Texas Pacific Land … Read more
Intel ($INTC) 1Q ’26 Results
Intel $INTC announced 1Q earnings that were far above expectations. The stock is up 22% in aftermarket trading as I write this. Revenue and EPS crushed expectations. Guidance was also above analyst estimates. On the conference call, there was positive discussion regarding yields improving faster than expected in the 18A plant, a key part … Read more
5 Things to Know in Investing This Week – The More Good News for Intel Issue
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Intel – Nearly a Double – News on the Tape
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5 Things to Know in Investing This Week – The AI Eats Software Issue
The incredible volatility in gold, silver, and Bitcoin continued for most of this week. We give you a quick update along with links for those of you who want a better understanding of what’s really happening. Anthropic announces that its Claude AI can take over functions currently being handled by expensive monthly software subscriptions. SaaS … Read more
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
