Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Powell Just Hit the Panic Button Issue This week, we’ll address the following topics: -Jerome Powell spoke to Congress, and seems to have changed his approach. Has he gone insane? -Lots … Read more
In December, we produced a version of the 5 Things titled “The Smart People Doing Smart Things Issue”. This time, we’re not so positive. This was a week of people being consistently wrong including Bitcoin bears who refuse to apply a consistent lens for their thesis when it’s not working, Fed doves who keep insisting … Read more
This morning, we got the January Personal Consumption Expenditures (PCE) report. This is the preferred inflation gauge of the Federal Reserve. The PCE was up .3% vs last month and 2.4% vs last year. The Core PCE, which excludes food and energy, was up .4% vs last month and 2.8% vs last year. All of … Read more
At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The All Nvidia All the Time Issue This week, we’ll address the following topics: -Nvidia ($NVDA) bulls insist that this week’s earnings report is the most important of all-time. The company beat … Read more
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.
