$WMT

Weekly Points – November 22nd, 2024 – 5 Things to Know in Investing This Week – The Nvidia Calms the Market Issue

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Each time Nvidia $NVDA reports earnings, it’s the most important earnings announcement ever. Results were fantastic, but already incorporated into market expectations leading to little stock reaction. Walmart $WMT and Target $TGT indicate the consumer is shifting to lower-priced retail. It’s yet another indication that consumers prefer a drive for lower prices over a focus … Read more

Weekly Points – February 23rd, 2024 – 5 Things to Know in Investing This Week – The All Nvidia All the Time Issue

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At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more

5 Things to Know in Investing This Week – The Disinflation/Deflation Issue

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The Disinflation/Deflation Issue We got lots of macro news this week featuring lower levels of inflation (disinflation) and in some cases, lower prices (deflation). Long-term, DKI continues to believe that excessive Congressional spending and the ensuing currency creation (dollar printing) will lead to long-term inflation and long-term higher interest rates. For now, there is increasing … Read more

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