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.
According to Morgan Stanley, the cutoff date to tender your shares in the scPharma ($SCPH) acquisition is October 3rd, 3 days before the October 6th expiration date. Effectively, your...
Read More
We have an extra-long version of the 5 Things this news-heavy week. The CPI rose and was above expectations. The Fed is still going to cut. There’s still no...
Read More
I write these macro updates infrequently. I try to do so when I have something significant to say that’s different from the dominant narrative. Conventional wisdom in the markets...
Read More
