The Bank of Japan Gets Above Zero – It’s not Enough
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Month: March 2024
5 Things to Know – Video Version – The Stagflation and Doom 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 Stagflation and Doom Issue This week, we’ll address the following topics: -The CPI comes in hot. Should we panic about inflation? -The PPI comes in hot. Should we panic about inflation? … Read more
Weekly Points – March 8th, 2024 – 5 Things to Know in Investing This Week – The Powell Just Hit the Panic Button Issue
This week, Jerome Powell spoke to Congress and was more dovish than he’s been in years. He’s gone from channeling former Fed Chairman, Volker, who crushed inflation with interest rates approaching 20% to sounding like Volker’s predecessor, Arthur Burns, who reduced interest rates before getting inflation under control. We saw weaker than expected job reports, … Read more
February CPI is 3.2%
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CPI Slightly Hot – Details on Way
The CPI came in slightly above expectations. Please check the blog this morning. We’ll have full analysis posted before 9:30am
5 Things to Know – Video Version – The Powell Just Hit the Panic Button 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 Powell Just Hit the Panic Button Issue This week, we’ll address the following topics: -Jerome Powell spoke to Congress, and seems to have changed his approach. Has he gone insane? -Lots … Read more
Uranium Supply and Demand
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Weekly Points – March 1st, 2024 – 5 Things to Know in Investing This Week – The Everyone is Wrong and Should Admit it Issue
In December, we produced a version of the 5 Things titled “The Smart People Doing Smart Things Issue”. This time, we’re not so positive. This was a week of people being consistently wrong including Bitcoin bears who refuse to apply a consistent lens for their thesis when it’s not working, Fed doves who keep insisting … Read more
Portfolio Update
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Bitcoin Structuring Update
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