5 Things to Know in Investing This Week – The Supply Chain Issue
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#tradewar
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 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
