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 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
DKI is pleased to present our November Subscribers’ webinar with energy expert Mark Rossano of C6 Capital. We discuss important issues related to energy investing. Topics include: • Oil and gas investing: supply, demand, refining, and transportation • Oil and gas investing: how much will events in Ukraine/Russia and Israel/Gaza affect the industry • Pipelines … Read more
Yesterday, we filmed the November subscribers’ meeting with Mark Rossano. He’s one of the best energy investors I know and we covered oil, gas, uranium, nuclear, green energy, and pipelines. The video is set to private and will be publicly available in a week. Premium subscribers are invited to view the video early by emailing … Read more
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue. Let me know what you think about the format.
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
A timely conversation on Wednesday, August 3rd, 2022 at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics. We cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. use of … Read more
Looking forward to a timely conversation on Wednesday, August 3rd at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics. We’ll cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. … Read more
