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.
The Everyone Fails Again Version Bank failures, bank depositor bailouts, forced bank bailouts, CFOs who can’t evaluate risk, and bank risk managers who aren’t even trying to do their...
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This post originally appeared on March 13, 2023 Introduction: Over the past few days, we’ve seen the failure of Silicon Valley Bank ($SIVB) and Signature Bank ($SBNY) as well...
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