The Problem with the Current Tariff Strategy
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#tariffs
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
Two Quick Thoughts
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5 Things to Know in Investing This Week – The Another AI Cap-X Issue
It was a big week for the tech industry. Nvidia and Meta signed a deal for GPUs and CPUs that caused (valid) concerns about Intel and AMD. Google is making a bid for a share of the AI chip business with its TPUs. And if the future trend for compute goes from training to inference, … Read more
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
