Gary Brode, Raji Khabbaz, and Deep Knowledge Investing discuss unemployment, the federal reserve, and the recent tech stock rout.
We saw an improving unemployment number followed by a decline in tech stocks. What’s happening here? Does the economy matter, or just the Federal Reserve? We explain.
Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
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I’m currently in Florida, Uruguay and heading back to Montevideo soon. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in...
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