Bullet Points on Another Big 75 Basis Point Rate Hike

Last month, the Federal Reserve raised the fed funds rate by 75 basis points (.75%) which was the largest rate increase in nearly three decades.  Today, they did it again and raised another 75 basis points.  The market was already up on Google and Microsoft results that while below estimates, weren’t as bad as feared.  … Read more

Walmart vs The White House

‘When I use a word,’ Humpty Dumpty said in rather a scornful tone, ‘it means just what I choose it to mean—neither more nor less.’ ‘The question is,’ said Alice, ‘whether you can make words mean so many different things.’ ‘The question is,’ said Humpty Dumpty, ‘which is to be master—that’s all.’ Alice’s Adventures in Wonderland is one of … Read more

The Depth Report – Running on Empty Part V – What to do Now

Overview: Contemplations on the Tree of Woe wrote Running on Empty, a three-part analysis of the petrodollar system that was so full of woe that it ran a full four parts.  That’s 33% more woe than had been promised.  Because we thought the series represented the kind of deep-dive analysis that we admire, we asked … Read more

Mastering the Fundamentals of Strategic Geopolitical Risk Analysis

Deep Knowledge Investing is pleased to announce that Heather Heldman, Founder of Luminae Group, and member of the DKI Board of Advisors, is teaching a course called “Mastering the Fundamentals of Strategic Geopolitical Risk Analysis”.  As a courtesy for DKI readers, Luminae is offering the class to you at a 33% discount.  I’m already registered.  … Read more

CPI Hits 9.1% and Somehow People Are Still Surprised

Today’s announcement that the Consumer Price Index (CPI) hit 9.1% was so severe that there is now credible speculation that the Federal Reserve will raise the fed funds rate by 1.00% instead of the planned .75% which would still represent a huge increase.  We warned that inflation was large, understated, a huge problem, and not … Read more

Yahoo Finance Gets it Right on S&P 500 Earnings

Last week, in an article titled “One Way or Another, We’re Going to End Up in the Same Place“, we wrote that we expected the Federal Reserve rate hikes to work and in the process, cause a further slowdown in economic growth.  Deep Knowledge Investing has said and written since February that the US economy … Read more

More Ineffective Russian Sanctions

Back in April, we wrote that, “our wish for the Ukrainian people is for peace, prosperity, and self-determination.”  We also wrote that the existing anti-Russian sanctions were ineffective, were reducing the value of the dollar as the world’s reserve currency, and are hurting American citizens.  Today, Barron’s reported the G-7 was adding to the sanctions … Read more

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