Inflation

Government Statistics Are Lies

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All year, the market has been trading off of small differences between macro economic statistics and expectations.  One theme we’ve emphasized in 2022 is that government statistics do not represent reality; but rather, are generated by government employees to advance a specific narrative.  This happens under both Republican and Democratic administrations as no one wants … Read more

Japanese Debt – We’re Taking a Victory Lap

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We told you last night that Japan was throwing in the towel on its (approximately) zero interest rates and was raising rates to defend the yen.  I read today that earlier this month, Morgan Stanley had predicted that Japan would hold the line on its debt through all of 2023.  While it’s hard to make … Read more

A Thank You to DKI Subscribers

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Hi All, First, thank you for being part of Deep Knowledge Investing.  I’ve loved investing since I was in college, and getting to think about it, write about it, and help all of you make money is both a pleasure and a privilege. Please expect posting to slow a bit for the next couple of … Read more

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