Market Commentary

CPI Notes

by

The December CPI was announced yesterday. Normally, I do an immediate detailed analysis. That made sense when wildly fluctuating inflation metrics had a real impact on what the Fed was going to do. I see the data as less valuable and timely right now. The December CPI was 2.7% with the Core CPI at 2.6%. … Read more

5 Things to Know in Investing This Week – The Made in the USA Issue

by

Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. The big news of the week … Read more

Meetings in Thailand

by

I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com.

5 Things to Know in Investing This Week – The Double Silver Issue

by

Silver pricing rockets as warehouses can’t supply everyone with obligations to deliver rare metal rather than unlimited fiat. The CME tries to help, but can’t change the long-term supply/demand equation here. China limits exports of silver as they continue to build stockpiles. US tech firms respond by publicly saying they’re looking at buying silver mines. … Read more

Today’s Post on Silver

by

Last night, I posted a new piece explaining what was happening in the silver market. Unfortunately, the morning email with the link didn’t go out. Here’s the article: https://deepknowledgeinvesting.com/heres-whats-happening-with-silver/  

Year-End Taxes and Exposure

by

Unusually stern disclaimer: I am not a tax or accounting expert. I am not qualified to provide tax advice. In this article, I am telling you how I am thinking about my own tax situation and exposures. You should consult a tax and accounting professional for advice if you have year-end questions.   There is … Read more

Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
Close
loading gif

Available Coupon

X
Close