A discussion between Gary Brode of Deep Knowledge Investing and Raji Khabbaz of ArcanX covering:
All the news is bad. Why do the markets keep going up?
Is the Russian response to sanctions effective and what does it mean for the dollar in the future?
What economic indicators are we watching now?
What are we doing to hedge now?
According to Morgan Stanley, the cutoff date to tender your shares in the scPharma ($SCPH) acquisition is October 3rd, 3 days before the October 6th expiration date. Effectively, your...
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We have an extra-long version of the 5 Things this news-heavy week. The CPI rose and was above expectations. The Fed is still going to cut. There’s still no...
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I write these macro updates infrequently. I try to do so when I have something significant to say that’s different from the dominant narrative. Conventional wisdom in the markets...
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