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
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
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Smart People Doing Smart Things Issue This week, we’ll address the following topics: – New payroll and jobs data is good, bad, mixed, and other. – Moody’s warns on China. – … Read more
Introduction Shohei Ohtani is a Japanese baseball star who just signed a $700MM contract with the Los Angeles Dodgers making him one of the highest paid players in sports history. The full contract hasn’t been made public, and is pending a few details before being finalized. That means Deep Knowledge Investing hasn’t been able to … Read more
Ok – kind of a quirky title, but a lot of smart people were saying smart things in public this week. Peter Schiff made an excellent point in favor of property rights including for Bitcoin which he hates. Moody’s is late, but correct on a potential China downgrade. Las Vegas Sands ($LVS) took advantage of … Read more
