Hi All, Lots of thoughts on my mind. Here’s the upcoming posting schedule: Wednesday (today): The monthly CPI report. I expect to have this out around the 9:30am market open, but after the 9am DKI notification email. For those of you who don’t want to wait a day, please check the blog around 9:30 today. … Read more
I’ve always thought Thanksgiving is an important holiday. There’s something admirable about having a day to reflect on the good things in our lives and to express gratitude. Apologies for not getting this out sooner, but I spent yesterday traveling and am writing this from the Tokyo airport at 6am. I’m a day late, but … Read more
Hi All, I’ve been getting some excellent questions from subscribers. Besides being smart questions, they help me understand what has your focus and where you want and need more help. I’ve also heard from some that they don’t understand everything I write here. I have two jobs. The first one is to come up with … Read more
How to Use the Current Recommendations Page One of my favorite parts of running Deep Knowledge Investing is the interactions I have with our subscribers. I tend to get thoughtful questions that serve as a guide for how I can better communicate investment ideas to the community here. A new subscriber had some questions … Read more
Introduction: Last July, we wrote a mid-year piece commenting on all the doom and gloom in the financial press. We constantly saw headlines saying 2022 was the worst first half for stock and/or bond markets since decades ago. We responded at the time that we had told DKI subscribers to short the market the first … Read more
