Referral program

Shockwave is in Takeover Talks

This piece was originally published on March 26th, 2024 In December, DKI recommended Shockwave Medical ($SWAV) at $190. The thesis was the company was growing quickly due to an unchallenged best-in-class product enabling stent placement in cases that were difficult due to excessive calcification of an artery. We further said that the company was a … Read more

DKI Email Hacked – Problem Now Fixed

Hi All, I’m sorry to report that DKI’s investor relations email account was hacked this morning. This led to many of you receiving a spam message with some nonsense about Elon Musk’s WiFi. The message was not sent by DKI. For the people who alerted me to the problem, thank you very much. I appreciate … Read more

5 Things to Know – Video Version – The Economic Humor Issue

Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Economic Humor Issue This week, we’ll address the following topics: The Federal Reserve concludes its March meeting. Decides to be all things to all people. The Bank of Japan raises interest … Read more

Guest Post – Electric Vehicles Scar Our Environment – By Laks Ganapathi of Unicus Research

We’ve spent the last decade or so hearing about how electric vehicles would save the environment. EVs have been marketed as zero-emission vehicles and have benefited from both generous government subsidies and increasingly stringent regulations on conventional internal combustion vehicles. At Deep Knowledge Investing, we’re always interested in high-quality research that challenges conventional wisdom. When … Read more

Notes from the Powell Press Conference

Very little that’s new and of interest from Powell’s press conference. The highlights: – Talked about starting to taper quantitative tightening (QT). Said the plan is to get to the same level, but more slowly. – Lots of talk about the strong employment situation. Regular DKI readers know most new jobs are in government. The … Read more

Weekly Points – March 15th, 2024 – 5 Things to Know in Investing This Week – The Stagflation and Doom Issue

This wasn’t a good week for the “pivot” people and asset gatherers who have been begging the Federal Reserve for lower rates. We got a higher-than-expected CPI and PPI. Making things worse, the short-term monthly numbers have started to accelerate meaning the disinflation story might be dead for now. Retail sales and manufacturing numbers were … Read more

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