Vacation and Blog Improvements

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Hi All, While I travel extensively, I haven’t taken two days off in a row since starting DKI four years ago. All of us need a chance to rest and recharge and doing so will leave me in a better position to be effective going into 2024. I’m going to take off a couple of … Read more

5 Things to Know – Video Version – The Pivot Issue

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Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Pivot Issue This week, we’ll address the following topics: – The Powell pivot. This week he delivered a different message. It’s different this time? Yes, it is. – The CPI: Still … Read more

Portfolio Options Update

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Yesterday, I let you know I sold the December 15th $LVS options. Let’s go through the details. The reason for putting on the position was I expected $LVS to report excellent 3Q results, Macau to report excellent October and November gross gaming revenue (GGR), and for Sands to return more capital to shareholders. All of … Read more

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