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
Gary Brode, Founder of Deep Knowledge Investing, discusses “The Strategic and Economic Implications of Anti-Russian Sanctions,” as well as how U.S. policy is failing to protect the dollar’s reserve currency status and its effect on American consumers. This event took place on June 29, 2022 as a part of The Institute of World Politics’ lecture … Read more
At this point, you’ve probably read at least a dozen headlines explaining that the first half of 2022 is the worst for the market in over 50 years. The headlines and commentary we’re seeing are apoplectic. This came from Barron‘s last night: The first half of the year was terrible. Worst in decades for stocks. … Read more
My Ravn of Invested.dk interviews Gary Brode of Deep Knowledge Investing on oil, gold, currency, and portfolio hedging. We’d like to thank My, the Invested.dk community, and our Norwegian friends who joined us for this interesting webinar on current market issues.
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
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
Overview: The stock market, market analysts, and all of us here at Deep Knowledge Investing have been closely watching Jerome Powell and the Federal Reserve for signs regarding future interest rate hikes. After keeping rates at zero and calling inflation “transitory” for far too long, he now seems focused on aggressively increasing interest rates to … Read more
Overview: We’ve had some fun lately at the expense of Federal Reserve Chairman, Jerome Powell, who kept interest rates at zero for far too long and insisted that inflation would be “transitory” well past the point when Deep Knowledge Investing was warning it represented a real and persistent problem. Then, we took note of “Hurricane” … Read more
Tree of Woe does the kind of deep-dive analysis that gets our attention here at Deep Knowledge Investing, and also has the funniest subscription page I’ve ever seen actually offering “moments of true woe and deep despair”. The recent “Running on Empty” series exploring the origins and effect of the petrodollar system is the best … Read more
Overview: We’ve been getting a lot of important questions recently from amateur investors regarding some of the more advanced topics we discuss at Deep Knowledge Investing. Many people have been taught about things like diversification and dollar cost averaging, but don’t really understand things like hedging, offsetting different kinds of risk, or shorting stocks. That’s … Read more
