Search Results for: 5 Things

War in Ukraine: An Honest Discussion of the Costs for US Citizens

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We published a piece in the newspaper that deals with issues so important, we wanted to re-emphasize them here.  For our non-U.S. subscribers, please note that while certain discussion of U.S. policy won’t apply to you, key points on energy and food inflation will affect you as well.  Link to the original article is here.  … Read more

We Called Stagflation a Month Ago – The Idea Seems to be Catching on Now

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Preparing for Recession/Stagflation: In November, we prepared subscribers for coming inflation and noted that the current CPI number was not accurate.  We wrote: “Those huge increases in energy, housing, and food prices indicate that the relatively benign CPI number is underestimating the issue.”  In February, we openly said that the recent GDP number of 6.9 … Read more

News

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News Barron’s The online magazine published our full research piece on Royal Caribbean Cruises Ltd. in November, 2019. (Available here) Our updated report on Las Vegas Sands (ticker: LVS) that recommended the stock was published in August 2020. (Available here) Wall Street Journal Named source in a Heard on the Street column recommending shorting Abercrombie … Read more

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30+ YEARS OF ACTIONABLE INSIGHTS IN THE SECURITIES INDUSTRY Deep Knowledge Investing DKI empowers hedge fund managers, portfolio managers, family offices, and high net worth individuals to earn higher returns in the equity portion of their portfolios. We provide conflict-free, well-researched stock ideas, and timely market commentary. Deep Knowledge without hidden agendas. DKI empowers hedge … Read more

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