Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The More Inconsistent Data Issue This week, we’ll address the following topics: 4Q GDP appears to indicate the economy is in great shape. Do you believe that? We’re skeptical. The PCE is … 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 More Inconsistent Data Issue This week, we’ll address the following topics: – Retail sales better than expected. Does this mean “higher for longer”? – Empire State Manufacturing Index is a disaster. … 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 Bitcoin ETF Issue This week, we’ll address the following topics: 11 Bitcoin ETFs Approved. To the moon? The SEC drags its feet, complains about its own decision, then has multiple leaks. … 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 Panic Issue This week, we’ll address the following topics: – 3Q GDP revised down. Should we panic? – FedEx ($FDX) lowers guidance. Should we panic? – Philly Fed announces a huge … 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 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
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
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Government and Consumer Big Spending Issue This week, we’ll address the following topics: – Holiday sales up big. Consumer rejects recession forecasts. – Market pundits have been predicting a coming recession … Read more
