You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years. Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a … Read more
I’ll be doing a Twitter Space tomorrow on the Federal Open Market Committee. It’s hosted by Tracy Shuchart (@chigrl) and starts at 11am Eastern Time. Other guests include Andy Constan, Peter Boockvar, Neely Tamminga and Mike Green (@profplum99). Link here: https://twitter.com/chigrl/status/1784990681569608186 For those of you who don’t have the time, here’s your preview: “higher for … Read more
I had the opportunity to talk with Phil Muscatello on his great podcast, Stocks for Beginners. Here’s Phil’s intro: In this episode I’m joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy. Let’s face it, the economy can be dry and complicated. … Read more
I had the opportunity to be a guest on Chad Hagan’s podcast which just went public today. We talk dollars, sense, economic indicators, housing, and taxes. Please feel free to check it out here: https://www.buzzsprout.com/2127142/14773690
The Shockwave offer that DKI predicted in December happened this week with Johnson & Johnson agreeing to pay $335 per share in cash. DKI subscribers celebrated! The PMI came in hot. Don’t want to read the details? The conclusion is “higher for longer”. More insane calls by “experts” crying for lower interest rates in order … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Shockwave Issue with guest Enrique Abeyta This week, we’ll address the following topics: -The PCE is still too high, but in-line with expectations. Fed doves and asset gatherers resume begging for … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Economic Humor Issue This week, we’ll address the following topics: The Federal Reserve concludes its March meeting. Decides to be all things to all people. The Bank of Japan raises interest … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Stagflation and Doom Issue This week, we’ll address the following topics: -The CPI comes in hot. Should we panic about inflation? -The PPI comes in hot. Should we panic about inflation? … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Powell Just Hit the Panic Button Issue This week, we’ll address the following topics: -Jerome Powell spoke to Congress, and seems to have changed his approach. Has he gone insane? -Lots … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The All Nvidia All the Time Issue This week, we’ll address the following topics: -Nvidia ($NVDA) bulls insist that this week’s earnings report is the most important of all-time. The company beat … Read more
