Five months ago, Enrique Abeyta of HX Research brought us Talen Energy ($TLN). In a webinar we were fortunate enough to host, he demonstrated exceptional knowledge and expert analysis of a company that fits well with DKI’s positive thesis on energy demand, nuclear power, and uranium. Since then, the stock has been a fantastic performer … Read more
A few weeks ago, I had the opportunity to do a webinar with Enrique Abeyta of HX Research on Talen Energy $TLNE. Enrique did a fantastic job making the case for why Talen could double from current prices. That video is linked in the piece below. This morning, HX Research published an update on Talen … Read more
I’ve been positive on uranium for years and DKI subscribers have more than doubled their money in that particular investment. In multiple posts, I’ve outlined my thesis explaining the imbalance between coming demand and how long it will take for supply to adjust. Nick Giambruno, who has had guest posts in this space, published a … Read more
Today’s guest post is by Michael (Mish) Shedlock. He’s an economist and member of the DKI Board of Advisors. I’ve read and admired his work for years. The key points in his piece that follows is that no matter who wins the election in November, the US will continue to spend insane amounts of money, … Read more
We’ve spent the last decade or so hearing about how electric vehicles would save the environment. EVs have been marketed as zero-emission vehicles and have benefited from both generous government subsidies and increasingly stringent regulations on conventional internal combustion vehicles. At Deep Knowledge Investing, we’re always interested in high-quality research that challenges conventional wisdom. When … Read more
When I started Deep Knowledge Investing, I received a lot of questions about the number of ideas subscribers would get. In 2020, there were a ton of them as we played the recovery trade. We bought cruise lines, casinos, banks, and other stocks that had gotten crushed during the Covid lockdowns. The next year we … Read more
I’m pleased to provide a guest post from Ryan Sullivan. Ryan began his career as an engineer, and recently started his own financial advisory practice. In my conversations with him, I was impressed with his knowledge of investing and his desire to try to help his clients outperform. Many financial planners spend all of their … Read more
At Deep Knowledge Investing, we focus on helping you earn higher risk-adjusted returns. It’s our job to help you make more money to support whatever goals you have. Today, we’re featuring a guest post to address the crucial issue of how to communicate with family members about what will happen when you are ready to … Read more
I’m pleased to announce that this week, acclaimed economics writer, Mish Shedlock, has joined the Deep Knowledge Investing Board of Advisors. Mish is a great thinker, detailed researcher, and clear writer. He’s offered DKI readers this guest post detailing the recent increase in consumer credit usage. His commentary on the beginning of a decline in … Read more
Great guest post today from DKI Board of Advisors member Howard Freedland. He’s been working in the residential and commercial real estate space in the ultra-hot West Palm Beach, FL market. That market has seen some of the biggest excesses of the Covid-real estate era, and as we predicted several months ago, it’s all starting … Read more
