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 still in Antigua, Guatemala where the weather is beautiful and I was woken up at 1am by the second earthquake in two weeks here. If one of you...
Read MoreThis week, The Epoch Times reported that DeepSeek paused a fundraising round due to comments made by its Founder, Liang Wenfeng, at a conference. These comments focused on the...
Read MoreThe Federal Reserve concluded its July meeting and elected to keep the fed funds rate unchanged. Wall Street had a meaningful probability on a small rate hike (around 33%)....
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