Please join us for a timely discussion about hard assets and inflation. Gary Brode of Deep Knowledge Investing will be covering gold, bitcoin, and inflation with Peter Doyle and Chris Bell of Horizon Kinetics. Horizon Kinetics manages $5 billion, and were early investors in bitcoin.
Month: September 2020
The China US Relationship and the Stock Market
Gary Brode of Deep Knowledge Investing, and Heather Heldman of Luminae Group and member of the Deep Knowledge Investing Board of Advisors to discuss the China/US relationship and the impact of upcoming events on financial markets.
Please join us for an in-depth conversation covering China’s actions in Hong Kong and Taiwan, supply chain disruption, whether US companies should move production out of China, and possible delisting of Chinese equities trading in US markets. If your portfolio has exposure to Chinese supply chain and manufacturing issues, you’ll want to be part of the conversation.
#supplychain#china#logistics#investing#tiktok#geopolitics#trade#shipping#internationaltrade
The Depth Report – Depth Check – HCA Healthcare, Inc. (HCA)
Overview: Last month, we published a positive writeup on HCA Healthcare, Inc. (HCA). Our thesis was that the stock was trading at a discounted multiple due to uncertainty over when the hospitals would be able to return to high-margin elective surgeries. We noted that if the current wave of Covid-19 infections were to subside, the … Read more
Market Drop: Does The Economy Matter?
Gary Brode, Raji Khabbaz, and Deep Knowledge Investing discuss unemployment, the federal reserve, and the recent tech stock rout.
We saw an improving unemployment number followed by a decline in tech stocks. What’s happening here? Does the economy matter, or just the Federal Reserve? We explain.
