Here’s the video from last week’s July subscriber meeting with Chris Bell and James Davolos. We have Mish Shedlock lined up for August with a long list of important macro topics to discuss. If you’d like to be able to ask questions on the call, watch it live, and have access to the video a … Read more
Hi DKI Premium Subscribers, Please check back later today for a detailed CPI post. I’m updating graphs right now.
I’m pleased to announce that this week, acclaimed economics writer, Mish Shedlock, has joined the Deep Knowledge Investing Board of Advisors. Mish is a great thinker, detailed researcher, and clear writer. He’s offered DKI readers this guest post detailing the recent increase in consumer credit usage. His commentary on the beginning of a decline in … Read more
This post originally appeared on April 4, 2023 Apologies – this post was written on April 4. I just realized today that I hit the “save draft” button instead of publishing. As a result, the post is late and out of order. DKI regrets the error. I’m normally a big fan of Barron’s. Their analysis … Read more
Gary Brode and Mark Rossano look at what now for the fed after last week’s rate decision. Is contagion just going to be limited to US banks or could the demise of Credit Suisse just be the tip of the iceberg and they look at the possibility of other industries and companies that could have … Read more
Fed Raises Rates and Attempts to Ease Banking Sector Concerns, More Tech Layoffs, Jobs Numbers, and This Week in Hypocritical Politicians It’s beginning to feel like the people we’ve been told are in control are no longer in control: Fed Chair Powell and Treasury Secretary Yellen do not have control over the financial fallout, tech … Read more
All year, the market has been trading off of small differences between macro economic statistics and expectations. One theme we’ve emphasized in 2022 is that government statistics do not represent reality; but rather, are generated by government employees to advance a specific narrative. This happens under both Republican and Democratic administrations as no one wants … Read more
It’s been a busy few weeks for speaking engagements. For those of you who aren’t tired of the sound of my voice, here are links to some recent and upcoming events. Everything being discussed is fully explored first in the premium posts on this site, but everyone learns differently. I like to read. However, most … Read more
