This Was Easy to Predict – Saudis and China

Most of the analysis we do at Deep Knowledge Investing is detailed and complicated.  People often ask me how long it takes to write a post.  The answer is it typically takes 1-3 hours to write something and days/weeks/months of research to know enough to have confidence in my conclusions. Sometimes, things just seem obvious…In … Read more

Politics and the Fed – More Praise?!

We’ve been justifiably critical of the Federal Reserve for over a year now, and long-time readers know that while DKI regularly engages on policy, we don’t take political positions.  Still, we’ve noticed an interesting pattern and thought it was worth pointing out to you. Austan Goolsbee, who was an economic advisor to President Obama, is … Read more

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