5 Things to Know in Investing This Week – The Another AI Cap-X Issue
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#tariffs
5 Things to Know in Investing This Week – The No One Can Do What They Say Issue
Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. President Trump upsets markets and … Read more
Macro Update – I’m Shocked – Well, Not That Shocked
I write these macro updates infrequently. I try to do so when I have something significant to say that’s different from the dominant narrative. Conventional wisdom in the markets is correct more often than not. But when I find myself annoyed at the obvious falsehoods in the financial reporting and on Fin-X on a daily … Read more
Weekly Points – August 15th, 2025 – 5 Things to Know in Investing This Week – The CPI vs PPI Issue
This week, we got a lower-than-expected CPI. Hooray, the Fed will cut! Then, we got a higher-than-expected PPI. Oh no, the Fed can’t cut! There’s some evidence that tariffs are raising prices for now, but not nearly as bad as the fiat economist threatened. The US puts a 15% tariff on $NVDA and $AMD chip … Read more
The Fed, GDP, and Tariffs
The Federal Reserve: The Federal Reserve concluded its July meeting and to the surprise of no one, left interest rates unchanged. I think it was the right move. The economy seems to be doing well-enough and inflation remains above the 2% target (which I continue to insist is 2% too high). DKI has been outspoken … Read more
Weekly Points – July 4th, 2025 – 5 Things to Know in Investing This Week – The Fusion Issue
Google signs an agreement to buy fusion energy. It’s even more efficient than the fission reactors which are our best current and future source of power. The technology isn’t ready yet, but investment in the sector is increasing as we get closer to harnessing this new energy source. It still doesn’t change our thesis on … Read more
Weekly Points – May 30th, 2025 – 5 Things to Know in Investing This Week – The Reshoring Issue
Maybe we should have called this The Energy Issue. President Trump is trying to cut through decades of red tape by building nuclear reactors on military bases. If you want to electrify everything and have AI datacenters without more carbon-based energy, nuclear is the only option. Do you own enough uranium? 90% of US companies … Read more
Weekly Points – May 2nd, 2025 – 5 Things to Know in Investing This Week – The Tariffs Giveth and Taketh Away Issue
We lead off with the news that 1Q GDP came in both negative and below expectations. That, combined with a higher-than-expected inflation number, had investors worried about stagflation again. DKI thinks the data is less significant that some others do. President Trump’s tariffs provide the US with a big win and a potential loss (depending … Read more
Weekly Points – April 18th, 2025 – 5 Things to Know in Investing This Week – The Double Nvidia Issue
Lots of Nvidia $NVDA news this week as the world’s best AI chipmaker takes a $5.5B charge due to export restrictions to China. The company has also begun production of their best chips on US soil and intends to get to half a trillion dollars of domestically-produced product in the next few years. Fed Chairman, … Read more
Weekly Points – April 11th, 2025 – 5 Things to Know in Investing This Week – The Tariffs for One Issue
The big news of the week was President Trump delaying tariff implementation for 90 days, a possibility I outlined for DKI subscribers the previous Sunday. Tariffs remain in place for China which responded with public insults and by increasing their own tariffs. They threatened to watch fewer Hollywood films, something I expect is of zero … Read more
