Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Economic Humor Issue This week, we’ll address the following topics: The Federal Reserve concludes its March meeting. Decides to be all things to all people. The Bank of Japan raises interest … Read more
This wasn’t a good week for the “pivot” people and asset gatherers who have been begging the Federal Reserve for lower rates. We got a higher-than-expected CPI and PPI. Making things worse, the short-term monthly numbers have started to accelerate meaning the disinflation story might be dead for now. Retail sales and manufacturing numbers were … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Stagflation and Doom Issue This week, we’ll address the following topics: -The CPI comes in hot. Should we panic about inflation? -The PPI comes in hot. Should we panic about inflation? … Read more
This week, Jerome Powell spoke to Congress and was more dovish than he’s been in years. He’s gone from channeling former Fed Chairman, Volker, who crushed inflation with interest rates approaching 20% to sounding like Volker’s predecessor, Arthur Burns, who reduced interest rates before getting inflation under control. We saw weaker than expected job reports, … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Powell Just Hit the Panic Button Issue This week, we’ll address the following topics: -Jerome Powell spoke to Congress, and seems to have changed his approach. Has he gone insane? -Lots … Read more
In December, we produced a version of the 5 Things titled “The Smart People Doing Smart Things Issue”. This time, we’re not so positive. This was a week of people being consistently wrong including Bitcoin bears who refuse to apply a consistent lens for their thesis when it’s not working, Fed doves who keep insisting … Read more
At the beginning of the week, we heard the hyperbolic prediction that the Nvidia ($NVDA) earnings report was the most important of all time. That’s ridiculous, and given the reaction of stock markets worldwide, may actually be true. The Fed disappoints investors again and despite Powell saying “higher for longer” for almost two years, somehow … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The All Nvidia All the Time Issue This week, we’ll address the following topics: -Nvidia ($NVDA) bulls insist that this week’s earnings report is the most important of all-time. The company beat … Read more
This week, economic data decided to pull a George Costanza and do the opposite of everything it has been doing. DKI has highlighted the trend of inconsistent data in recent months, and this week, many of those inconsistent trends reversed. Confusing? Don’t worry, we’ll explain. We also have some excellent fundamental news from Shockwave Medical … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Opposite Day Issue This week, we’ll address the following topics: – The CPI comes in hot. Does this mean “higher for longer”? – The PPI comes in hot. Does this also … Read more
