Company Research
5 Things to Know in Investing This Week – September 15th, 2023
The Un-Disinflation Issue Lots of interesting news this week where we address these important questions: With the CPI rising again, is disinflation dead for now? With the PPI above expectations, is disinflation dead for now? Is the Fed responsible for our “terrible” economy? Have they overtightened? Should the new ARM IPO price ABOVE $NVDA? Powell … Read more
5 Things to Know in Investing This Week – September 8th, 2023
Lots of interesting news this week where we address these important questions: Is the disinflation story done now? Can the Japanese yen recover? Are we finally about to get a Bitcoin ETF ($GBTC)? How much trouble can we expect for Disney ($DIS)? Is the employment situation better than we thought last week? Ready for the … Read more
5 Things to Know in Investing This Week – September 1st, 2023
The Employment Issue Lots of interesting news this week where we address these important questions: Is the labor market cooling as quickly as some believe? How long can housing prices continue to rise? Is the trend towards services spending and away from goods continuing? Will anyone be able to get a job next year? Is … Read more
How Do You Know When You’re Wrong – Three Case Studies
Introduction: Prior to starting Deep Knowledge Investing, I was one of two portfolio managers at Silver Arrow Investment Management. I was fortunate enough to have Raji Khabbaz as my business partner. Raji is a first-rate stock analyst and a fantastic investor. The best part of running Silver Arrow was the constant discussion and debates Raji … Read more
5 Things to Know in Investing This Week – August 25th, 2023
The R-star and Shoplifting Issue Lots of interesting news this week where we address these important questions: Jerome Powell is again more hawkish than the market expected or hoped. Rates to 6%? More bank downgrades. One bank index shows no shareholder value creation in 25 years. Nvidia ($NVDA) has a fantastic quarter and the stock … Read more
