5 Things to Know in Investing This Week – The Return on Growing Cap-X Issue
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$TSLA
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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5 Things to Know in Investing This Week – The Dealing with our Feelings Issue
Quick announcement: I’ll be in Bangkok, Thailand for the next 1 – 2 weeks before returning to New York briefly. 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 … Read more
5 Things to Know in Investing This Week – The Decoupling Issue
The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more
Weekly Points – August 1st, 2025 – 5 Things to Know in Investing This Week – The More Trade Deals Issue
The US and the EU reached a trade deal that was a one-sided adjustment in favor of the US. Somehow, reporters keep failing to mention the continent’s previous trade barriers against the US and the resulting large trade deficit. The Fed stays on “pause” an unpopular move, but I agree with them, or at least … 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 – July 26th, 2024 – 5 Things to Know in Investing This Week – The Earnings and Inflation Issue
We hit earnings season and with the Magnificent 7 priced for perfection, it was going to take “perfect” earnings reports to keep the market from falling. $GOOG and $TSLA showed some weakness and for the second straight week, tech leads the stock market lower. Coursera $COUR beats earnings and positions itself as an AI play … Read more
Updates on the Economy and Portfolio Companies
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