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.
This morning, Bloomberg reported that Apple is evaluating Intel (and Samsung) to potentially produce core processors for its devices. I’ve been hearing specific rumors about Apple’s interest in Intel...
Read MoreThis content is for premium members only. Join NowAlready a member? Log in here
Read More
After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to...
Read More
