Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The More Inconsistent Data Issue This week, we’ll address the following topics: 4Q GDP appears to indicate the economy is in great shape. Do you believe that? We’re skeptical. The PCE is … Read more
As Deep Knowledge Investing has grown its individual subscribers, we’ve done more on the topic of investor education. I thought it would be interesting for you to find out about an investment we didn’t make and why. In late 2021/early 2022, I took a look at Fiverr ($FVRR). The company is an online marketplace … Read more
The first estimate of 4Q GDP came out this morning. Growth of 3.3% was well above expectations of 2%. As usual, we’ll go through a couple of adjustments. DKI adjusts for change in private inventories because it reflects inventory stocking or de-stocking as opposed to actual economic activity. 4Q inventory additions were only .07% which … Read more
Like last week, we’re seeing more inconsistent data. The retail sales number indicates a strong economy and a “higher for longer” Federal Reserve. The new manufacturing data indicates a weakening economy and a “pivot now” Fed. The most likely result is the Fed doing nothing for now. Taiwan Semiconductor ($TSM) guidance moves the market. And … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The More Inconsistent Data Issue This week, we’ll address the following topics: – Retail sales better than expected. Does this mean “higher for longer”? – Empire State Manufacturing Index is a disaster. … Read more
