Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
I’m in Tokyo for the month of November. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think...
Read MoreIntel announced an excellent 3Q after the close. Revenue of $16.5B was up 21% and in line with analyst estimates. Adjusted EPS of $.52 was well-above the $.40 estimate...
Read MoreThere are now plans for six Westinghouse AP1000 reactors to be built in one location in Kentucky. That size plant would be the largest in the country and would...
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