The Sell-Side is Typically Late on Energy Again

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This piece was originally published on September 21th, 2023. After oil prices rose to their highest level this year, the sell-side decided to raise price targets. Bank of America thinks crude prices could go above $100 this year. Brent crude is already up from the low $70s to almost $94 today. JP Morgan is “predicting” … Read more

Fed Holds Firm – Plus, Higher for Longer

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This piece was originally published on September 20th, 2023. The Federal Reserve completed their September meeting and as expected, kept the fed funds rate unchanged. The “surprise” was in the dot plot. The dot plot is where each Fed Governor indicates where they expect rates to be at various points in the future. It further … Read more

5 Things to Know in Investing This Week – September 15th, 2023

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The Un-Disinflation Issue Lots of interesting news this week where we address these important questions: With the CPI rising again, is disinflation dead for now? With the PPI above expectations, is disinflation dead for now? Is the Fed responsible for our “terrible” economy? Have they overtightened? Should the new ARM IPO price ABOVE $NVDA? Powell … Read more

5 Things to Know in Investing This Week – September 8th, 2023

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Lots of interesting news this week where we address these important questions: Is the disinflation story done now? Can the Japanese yen recover? Are we finally about to get a Bitcoin ETF ($GBTC)? How much trouble can we expect for Disney ($DIS)? Is the employment situation better than we thought last week? Ready for the … Read more

Boredom Can Be Great

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When I started Deep Knowledge Investing, I received a lot of questions about the number of ideas subscribers would get. In 2020, there were a ton of them as we played the recovery trade. We bought cruise lines, casinos, banks, and other stocks that had gotten crushed during the Covid lockdowns. The next year we … Read more

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