For two years, Wall Street pundits and asset gatherers have been screaming for the Fed to pivot to lower interest rates. Unsurprisingly, they make more money when asset prices are high. They were doing this even as the CPI was approaching double digits and when real inflation was approaching 20%. This week, Fed Chairman, Jerome … 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 Smart People Doing Smart Things Issue This week, we’ll address the following topics: – New payroll and jobs data is good, bad, mixed, and other. – Moody’s warns on China. – … Read more
Most of the analysis we do at Deep Knowledge Investing is detailed and complicated. People often ask me how long it takes to write a post. The answer is it typically takes 1-3 hours to write something and days/weeks/months of research to know enough to have confidence in my conclusions. Sometimes, things just seem obvious…In … Read more
Russia/Ukraine and the Implications for Our Relationship With Adversaries (including China). I’m speaking with three members of the Deep Knowledge Investing Board of Advisors: • Dr. John Lenczowski (President Reagan’s National Security Advisor on the Soviet Union and Founder of the Institute for World Politics) • Lt. Colonel (Ret) Jason Galui (West Point economics professor, … Read more
