$TSM
5 Things to Know in Investing This Week – The Made in the USA Issue
Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. The big news of the week … Read more
Weekly Points – October 18th, 2024 – 5 Things to Know in Investing This Week – The Central Bankers Are Delusional Issue
Central banks shatter irony meters as a Fed Governor insists they have unlimited dollars, but it’s Bitcoin that has no value. Not to be outdone, the European Central Bank lowers interest rates and at the same time, warns of coming higher inflation. They’d be better off admitting they’re trapped than saying nonsensical things in public. … Read more
Weekly Points – January 19th, 2024 – 5 Things to Know in Investing This Week – The More Inconsistent Data Issue
Like last week, we’re seeing more inconsistent data. The retail sales number indicates a strong economy and a “higher for longer” Federal Reserve. The new manufacturing data indicates a weakening economy and a “pivot now” Fed. The most likely result is the Fed doing nothing for now. Taiwan Semiconductor ($TSM) guidance moves the market. And … Read more