The Depth Report As We Predicted, the Real Estate Market is Starting to Turn – and Here’s What’s Happening to Credit Quality
Overview: Two months ago, we did a webinar with DKI Board Member, Howard Freedland, and his business partner, Sophie Schneeberger of Echo Fine Properties. We warned that higher interest rates would lead to higher mortgage rates, and that would lead to a softening of the real estate market. We suggested that people who were going … Read more
The Depth Report – The New Inflation Number is Huge – And is Understated
Overview: The US Bureau of Labor Statistics just announced the March Consumer Price Index (CPI) at 8.5%, the highest number in just over 40 years. Some government officials are pointing to the core number excluding food and energy (for people who don’t use either?) of “just” 6.5% which is the highest number in just under … Read more
The Depth Report Bitcoin 2022 – How I Learned to Stop Worrying and Abandon Fiat Currency
I spent most of last week at the Bitcoin2022 conference in Miami. A few notes on the experience: First, the amount of enthusiasm, energy, capital, and intellectual horsepower behind Bitcoin, cryptocurrencies, the blockchain, and the developing applications of these technologies is incredible. For those of you who haven’t seen it yet, there are enormous … Read more
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Bitcoin 2022 Conference in Miami
Hi All, I’m heading to Miami tomorrow for the Bitcoin 2022 conference. Michael Bucella, Partner at BlockTower, who did a webinar with Deep Knowledge Investing last summer will be there as well as Anthony Pompliano who helped publicize our white paper on Bitcoin. It should be a fantastic opportunity to learn a lot in four … Read more
All the news is bad. Why do the markets keep going up?
A discussion between Gary Brode of Deep Knowledge Investing and Raji Khabbaz of ArcanX covering: All the news is bad. Why do the markets keep going up? Is the Russian response to sanctions effective and what does it mean for the dollar in the future? What economic indicators are we watching now? What are we … Read more
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An International Economist’s View of Russian Sanctions
We cover topics including the effect of the sanctions, the implications for western investment, and what the next round of sanctions will look like. Nick Korzhenevsky has a background in data analytics, portfolio management, and in speaking about economics on television. He escaped Russia very recently and has thoughtful and provocative views on the entire conflict. … Read more
The Depth Report Are Meme Stocks Dead – Long-Term Fundamentals vs Mass Psychology – Investing Lessons from Peru
Overview: Last year, a message board on Reddit called Wall Street Bets succeeded in driving up the prices of GameStop (ticker: GME) and AMC Entertainment (ticker: AMC) by huge amounts. The efforts caused billions of dollars of losses at hedge fund, Melvin Capital, enabled some large insider sales, and resulted in the bizarre occurrence of … Read more
