Weekly Points – February 23rd, 2024 – 5 Things to Know in Investing This Week – The All Nvidia All the Time Issue
At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more
5 Things to Know – Video Version – The All Nvdia All the Time Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The All Nvidia All the Time Issue This week, we’ll address the following topics: -Nvidia ($NVDA) bulls insist that this week’s earnings report is the most important of all-time. The company beat … Read more
Dr. David Glancy and Gary Brode on Geopolitics, Economics, and Supply Chains
Gary Brode of Deep Knowledge Investing speaks with Dr. David Glancy, Professor at Institute for World Politics on geopolitics, economics, and supply chains. We cover uranium, energy, supply chains, Russia & Ukraine, China & Taiwan, AI chips, inflation, and Hamas & Israel.
Weekly Points – February 16th, 2024 – 5 Things to Know in Investing This Week – The Opposite Day Issue
This week, economic data decided to pull a George Costanza and do the opposite of everything it has been doing. DKI has highlighted the trend of inconsistent data in recent months, and this week, many of those inconsistent trends reversed. Confusing? Don’t worry, we’ll explain. We also have some excellent fundamental news from Shockwave Medical … Read more
5 Things to Know – Video Version – The Opposite Day 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 Opposite Day Issue This week, we’ll address the following topics: – The CPI comes in hot. Does this mean “higher for longer”? – The PPI comes in hot. Does this also … Read more
DKI Webinar: Dr. David Glancy Discusses Taiwan-China Conflict, Uncertain International Relations, and the Economic Impact
We wanted to send you a quick reminder that DKI is hosting a webinar on Thursday, February 22nd at 12pm Eastern Time. This webinar is open to the public. If you’d like to support us and subscribe, you’re welcome to do so here, but it’s not necessary to participate in this event. This webinar will be Thursday, February … Read more
Weekly Points – February 9th, 2024 – 5 Things to Know in Investing This Week – The Silly People Saying Silly Things Issue
Treasury Secretary, Janet Yellen speaking in public typically leads to her accidentally saying things out loud that confirm the fears of her critics. At the same time, the Bitcoin bears who celebrated a small decrease in the dollar price of Bitcoin last month have gone into hibernation causing quiet in my Twitter/X feed. I believe … Read more