Company Research
5 Things to Know – Video Version – The Smart People Doing Smart Things Issue
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
Webinar with Mark Rossano on Energy Now Available
DKI is pleased to present our November Subscribers’ webinar with energy expert Mark Rossano of C6 Capital. We discuss important issues related to energy investing. Topics include: • Oil and gas investing: supply, demand, refining, and transportation • Oil and gas investing: how much will events in Ukraine/Russia and Israel/Gaza affect the industry • Pipelines … Read more
5 Things to Know in Investing This Week – The Disinflation/Deflation Issue
The Disinflation/Deflation Issue We got lots of macro news this week featuring lower levels of inflation (disinflation) and in some cases, lower prices (deflation). Long-term, DKI continues to believe that excessive Congressional spending and the ensuing currency creation (dollar printing) will lead to long-term inflation and long-term higher interest rates. For now, there is increasing … Read more