December CPI is 3.4%
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Market Commentary
Weekly Points – December 22nd, 2023 – 5 Things to Know in Investing This Week – The Panic Issue
GDP was revised down, but is still at a high level due largely to massive Congressional overspending. FedEx provides a warning about future demand which is then confirmed by November’s PCE data. The Philly Fed shows a massive decline in new orders. Even retail powerhouse, Nike ($NKE) had a bad quarter and gave disappointing forward … Read more
Vacation and Blog Improvements
Hi All, While I travel extensively, I haven’t taken two days off in a row since starting DKI four years ago. All of us need a chance to rest and recharge and doing so will leave me in a better position to be effective going into 2024. I’m going to take off a couple of … Read more
Weekly Points – December 15th, 2023 – 5 Things to Know in Investing This Week – The Pivot Issue
For two years, Wall Street pundits and asset gatherers have been screaming for the Fed to pivot to lower interest rates. Unsurprisingly, they make more money when asset prices are high. They were doing this even as the CPI was approaching double digits and when real inflation was approaching 20%. This week, Fed Chairman, Jerome … Read more
5 Things to Know – Video Version – The Pivot 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 Pivot Issue This week, we’ll address the following topics: – The Powell pivot. This week he delivered a different message. It’s different this time? Yes, it is. – The CPI: Still … Read more
Powell’s Change in Tone
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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
An Economic and Marketing Analysis of Shohei Ohtani’s Unusual Contract
Introduction Shohei Ohtani is a Japanese baseball star who just signed a $700MM contract with the Los Angeles Dodgers making him one of the highest paid players in sports history. The full contract hasn’t been made public, and is pending a few details before being finalized. That means Deep Knowledge Investing hasn’t been able to … Read more
Weekly Points – December 8th, 2023 – 5 Things to Know in Investing This Week – The Smart People Doing Smart Things Issue
Ok – kind of a quirky title, but a lot of smart people were saying smart things in public this week. Peter Schiff made an excellent point in favor of property rights including for Bitcoin which he hates. Moody’s is late, but correct on a potential China downgrade. Las Vegas Sands ($LVS) took advantage of … Read more
November CPI is 3.1%
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