Updates on the Economy and Portfolio Companies
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Monthly Depth Report – March 2024 – The “Store of Value” Debate
With inflation continuing to erode the purchasing power of the dollar and both gold and Bitcoin hitting all-time highs this month, there’s been increasing interest in the concept of what constitutes a store of value. Michael Gayed has asserted that a store of value can’t have tail risk. That means if an asset can have … Read more
Weekly Points – March 15th, 2024 – 5 Things to Know in Investing This Week – The Stagflation and Doom Issue
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
Weekly Points – March 8th, 2024 – 5 Things to Know in Investing This Week – The Powell Just Hit the Panic Button Issue
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
Powell’s Change in Tone
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5 Things to Know – Video Version – The Smart People Doing Smart Things Issue
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
Voodoo Economics, Market Expectations, and a Downgrade
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Deep Knowledge Investing Featured on The Last Trade
I was pleased to be the guest host for last week’s episode of The Last Trade. We discussed Sovereign debt problems, the dangers of holding only fiat, gold, energy, and Bitcoin. Check it out here:
People are Dismissing a Potential BRICS Currency too Quickly
This is an excerpt from the DKI July letter: There’s a big argument happening in the financial community right now regarding the status of the dollar as the world’s reserve currency. The BRICS countries (Brazil, Russia, India, China, and South Africa) are expanding their coalition which now includes more than half the population of … Read more
The Reserve Currency Status is Going to Be a Problem
This post originally appeared on April 24, 2023. Introduction: DKI has been writing about the danger to the dollar as the world’s reserve currency for over a year and on more than a dozen occasions. From a piece we published earlier this month: Most notably, I gave an hour-long lecture at the Institute for World … Read more
