Chuck Norris Approved: Inflation Fears Take a Roundhouse Kick to the Face!

Inflation Got Knocked Out!

The markets were up a bit today folks. And when I say 'a bit,' I mean they survived another day. Turns out inflation data came in cooler than a polar bear's toenails. And the US and China are playing nice... for now. Optimism is good but remember hope is not a strategy. My strategy? Always be prepared for anything just like I'm always prepared for a roundhouse kick.

Nvidia's AI is Invincible

Nvidia's CEO Jensen Huang had some words about AI. He says no matter how much AI your phone has you'll still need a data center to train it. This means that Nvidia will be making money no matter what. It's like saying no matter how tough you are you'll always need Chuck Norris. I also heard they had some supply issues but now they are good to go I can get my Nvidia supercomputer any time now. Chuck Norris doesn't wait for supply chains; supply chains wait for Chuck Norris.

Consumer is Still Alive

Capital One's CEO Richard Fairbank says consumers are still spending money. Even with all the tariff talk people are swiping those cards like they're trying to win a race against Chuck Norris. I appreciate that kind of spirit. It's good news for retailers like Costco and Home Depot. Keep spending folks but remember: a penny saved is a penny earned. Unless that penny is trying to mess with me.

Dimon's Warning: A Glitch in the Matrix?

Jamie Dimon from JPMorgan thinks the economy might be heading south. He's worried but I'm not. Fear is a choice and I choose to deliver a spinning back fist of reality. But it's good to be aware. As I always say 'When Chuck Norris does a push up he isn't lifting himself up he's pushing the Earth down.'

Oracle's Crystal Ball: Energy Needs a Wake Up Call!

Oracle is reporting earnings soon. Everyone's watching to see what they say about data center demand and the energy needed for all this AI stuff. Building AI infrastructure requires a LOT of energy but fear not. Chuck Norris can power an entire data center with just his beard. And speaking of power the Producer Price Index is coming out Thursday. This report should be interesting when it comes to import tariffs.

BlackRock's Shadowy Secrets!

BlackRock's Investor Day is kicking off. They'll be talking about private market investments. These guys are the real deal. They know how to manage money. Remember kids money doesn't grow on trees but it can run and hide from Chuck Norris.