5 Things to Know in Investing This Week – The More Good News for Intel Issue
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$TSLA
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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Weekly Points – March 15th, 2024 – 5 Things to Know in Investing This Week – The Stagflation and Doom Issue
This wasn’t a good week for the “pivot” people and asset gatherers who have been begging the Federal Reserve for lower rates. We got a higher-than-expected CPI and PPI. Making things worse, the short-term monthly numbers have started to accelerate meaning the disinflation story might be dead for now. Retail sales and manufacturing numbers were … Read more
Weekly Points – January 12th, 2024 – 5 Things to Know in Investing This Week – The Bitcoin ETF Issue
After years of dragging its feet and losing an important Court case, the SEC finally approved 11 Bitcoin ETFs. Along the way, it managed to accidentally pre-announce the approvals three different ways, then withdrew all of them. Finally, the head of the SEC made it clear he disagreed with the decision of his own agency … Read more
