Yesterday, Nvidia $NVDA announced it would develop chips for Meta $META datacenters based on $ARM technology. Some analysts think this is a threat to Intel $INTC and $AMD. That concern is valid. There are a lot of moving parts so let’s go through the details. 1) Intel and AMD produce chips based on the … Read more
Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year. That’s below last month and below the 2.5% expected. The monthly change was 0.2% vs the 0.3% estimate. The Core CPI which excludes food and energy was up 2.5%, consistent with expectations. The … Read more
Last night, I posted a new piece explaining what was happening in the silver market. Unfortunately, the morning email with the link didn’t go out. Here’s the article: https://deepknowledgeinvesting.com/heres-whats-happening-with-silver/
At the end of last week, silver rocketed to an all-time high of almost $84. Yesterday, it traded below $71 before recovering to $74 as I write this. That’s approximately a 15% move in under one trading day which is big for a stock and enormous for a commodity. Let’s go through what’s happening in … Read more
Overview: Today, we got the November Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year. There was no October report due to the government shutdown so there will be no monthly comparisons in this piece. The annual number is down 0.3% from the September report and 0.4% below … Read more
The Federal Reserve concluded its last meeting of 2025 and as expected, lowered the fed funds rate by 25bp (.25%). In an increasingly more common event there was dissent. For years, any Fed Governor dissenting was unusual. Any arguments were held behind closed doors while the committee presented a unified face to the public. Today’s … Read more
