Looking forward to a fascinating conversation on Wednesday, July 20th at 12 eastern time with Laks Ganapathi. She’s an ESG investor with concerns about the future of the EV industry. Register: www.DeepKnowledgeInvesting.com/webinar We’ll address: Critical challenges that are holding EV’s back? What can we do to move batteries to be less expensive and not as difficult … Read more
Today’s announcement that the Consumer Price Index (CPI) hit 9.1% was so severe that there is now credible speculation that the Federal Reserve will raise the fed funds rate by 1.00% instead of the planned .75% which would still represent a huge increase. We warned that inflation was large, understated, a huge problem, and not … Read more
Overview: For the first time in almost 20 years, you can buy a euro for one dollar. As little as a year ago, a Euro cost about $1.19. In foreign exchange markets, that’s a huge move in a year. Here’s the chart: We first wrote about the stronger dollar vs other currencies two months ago, … Read more
Just spoke with a hospital CEO through Stream Research Group. He thinks total hospital wages are up 10% – 15% and payroll is about 40% – 60% of expenses. Hospitals are only getting 2% price increases so margins are compressed or turning negative System is going towards a few large chains, higher costs, and longer … Read more
Gary Brode, Founder of Deep Knowledge Investing, discusses “The Strategic and Economic Implications of Anti-Russian Sanctions,” as well as how U.S. policy is failing to protect the dollar’s reserve currency status and its effect on American consumers. This event took place on June 29, 2022 as a part of The Institute of World Politics’ lecture … Read more
Gary Brode of Deep Knowledge Investing speaks with IAG CEO, Andrew Scott on the Macau Gaming Law. We cover the law and its commercial implications, how the concession tender process will play out in 2022, and how the government of mainland China is exercising its influence.
At this point, you’ve probably read at least a dozen headlines explaining that the first half of 2022 is the worst for the market in over 50 years. The headlines and commentary we’re seeing are apoplectic. This came from Barron‘s last night: The first half of the year was terrible. Worst in decades for stocks. … Read more
I’ve mentioned previously that I’ve read Inside Asian Gaming every night for the past 8 years. It’s the best publication available to keep up with the largest gaming market in the world. Today, we’re pleased to announce that Deep Knowledge Investing has its own mention in the Macau Gaming paper of record. Please check out … Read more
