Gary Brode of Deep Knowledge Investing speaks with DKI Board Member, Raji Khabbaz, about how we’re investing and hedging with the market at all-time highs and significant economic, political, and trade risks present. Other members of the Deep Knowledge Investing Board of Advisors contribute to the conversation as well.
I’m heading to Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person...
Read MoreSilvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
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