Market Commentary

Thanksgiving Thoughts

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Hi All, I’m currently in Jerusalem and spent the afternoon at the Israel Museum where they have the Dead Sea scrolls. One of the scrolls written/copied 2,000 years ago is entirely dedicated to gratitude. I suspect that most successful nations, religions, and cultures make a place for expressing gratitude. In my opinion, our American version … Read more

The 2% Target Has Been Abandoned

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Overview: The Federal Reserve concluded its October meeting and as expected, lowered the fed funds rate by 25bp (.25%). The market celebrated…until Chairman Powell said that the Fed hadn’t decided to cut another 25bp in December. This caused the market to fall, but I’m not sure under what circumstances he would have said the decision … Read more

The Decoupling Issue

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This week’s 5 Things issue is now publicly available: https://deepknowledgeinvesting.com/5-things-to-know-in-investing-this-week-the-decoupling-issue/

5 Things to Know in Investing This Week – The Decoupling Issue

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The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more

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