Inflation
The Depth Report – Update on the Market, the Economy, and the Fed – Part III
Introduction: In Part I and Part II, we covered several aspects of Inflation/CPI. It’s the single most important financial issue for 2022 so we explored the topic in depth. Cutting to the end, a combination of higher interest rates, comparisons with last year’s high CPI, and falling real estate and auto prices will ensure the … Read more
Japanese Debt – We’re Taking a Victory Lap
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
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