An International Economist’s View of Russian Sanctions

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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

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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

Webinar – All the news is bad. Why do the markets keep going up?

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Webinar – All the news is bad. Why do the markets keep going up? A conversation with Gary Brode and Raji Khabbaz (Portfolio Manager of ArcanX, Member of the Deep Knowledge Investing Board of Advisors) Monday, April 4th at 4:30 Eastern Free but registration required: https://deepknowledgeinvesting.com/webinar/

War in Ukraine: An Honest Discussion of the Costs for US Citizens

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We published a piece in the newspaper that deals with issues so important, we wanted to re-emphasize them here.  For our non-U.S. subscribers, please note that while certain discussion of U.S. policy won’t apply to you, key points on energy and food inflation will affect you as well.  Link to the original article is here.  … Read more

We Called Stagflation a Month Ago – The Idea Seems to be Catching on Now

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Preparing for Recession/Stagflation: In November, we prepared subscribers for coming inflation and noted that the current CPI number was not accurate.  We wrote: “Those huge increases in energy, housing, and food prices indicate that the relatively benign CPI number is underestimating the issue.”  In February, we openly said that the recent GDP number of 6.9 … Read more

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