Month: July 2022
Officially a Recession
Today, the US Bureau of Economic Analysis (BEA) announced 2Q GDP that was down .9%. It’s not a big number, but it is a negative one, and that, combined with negative GDP growth in the first quarter means the US is officially in a recession. Washington D.C. politicians, political operatives, media allies, and the White … Read more
Bullet Points on Another Big 75 Basis Point Rate Hike
Last month, the Federal Reserve raised the fed funds rate by 75 basis points (.75%) which was the largest rate increase in nearly three decades. Today, they did it again and raised another 75 basis points. The market was already up on Google and Microsoft results that while below estimates, weren’t as bad as feared. … Read more
Walmart vs The White House
‘When I use a word,’ Humpty Dumpty said in rather a scornful tone, ‘it means just what I choose it to mean—neither more nor less.’ ‘The question is,’ said Alice, ‘whether you can make words mean so many different things.’ ‘The question is,’ said Humpty Dumpty, ‘which is to be master—that’s all.’ Alice’s Adventures in Wonderland is one of … Read more
The Depth Report – Running on Empty Part V – What to do Now
Overview: Contemplations on the Tree of Woe wrote Running on Empty, a three-part analysis of the petrodollar system that was so full of woe that it ran a full four parts. That’s 33% more woe than had been promised. Because we thought the series represented the kind of deep-dive analysis that we admire, we asked … Read more
Webinar – US, China, Russia: The Importance of Economic Statecraft – August 3 at 12 Eastern
Looking forward to a timely conversation on Wednesday, August 3rd at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics. We’ll cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. … Read more
Laks Ganapathi on Electric Vehicles
Gary Brode of Deep Knowledge Investing speaks with Laks Ganapathi of Unicus Research. She’s an ESG investor with concerns about the future of the EV industry. We address: Critical challenges that are holding EV’s back? What can we do to move batteries to be less expensive and not as difficult to properly dispose of once … Read more
Mastering the Fundamentals of Strategic Geopolitical Risk Analysis
Deep Knowledge Investing is pleased to announce that Heather Heldman, Founder of Luminae Group, and member of the DKI Board of Advisors, is teaching a course called “Mastering the Fundamentals of Strategic Geopolitical Risk Analysis”. As a courtesy for DKI readers, Luminae is offering the class to you at a 33% discount. I’m already registered. … Read more
