#InvestmentStrategies Archives - Deep Knowledge Investing

Weekly Points – September 27th, 2024 – 5 Things to Know in Investing This Week – The Government is Trying to Control too Much Issue

October 1, 2024 by Gary Brode

The theme in the markets this week was all about increasing government control of the economy and the money supply. The Chinese government poured liquidity into their banking and housing sectors causing equity markets all over the world to rise. There’s new evidence that the government intentionally and unnecessarily killed Silvergate bank. We explain why … Read more

Monthly Depth Report – April 2024 – The Blind Leading the Confused

May 1, 2024 by Gary Brode

One of the best experiences I’ve had in my investment career was being partner and co-portfolio manager with Raji Khabbaz. He’s a fantastic stock-picker and the two of us spent the better part of a decade discussing and debating investment ideas. Early in 2020, we spent a lot of time talking about Covid, trying to … Read more

Weekly Points–March 29th, 2024 – 5 Things to Know in Investing This Week – The Shockwave Issue

April 2, 2024 by Gary Brode

The Personal Consumption Expenditures (PCE) Index is the preferred inflation metric for the Federal Reserve. This month’s report came out during Good Friday when the markets are closed. Within hours, the hawks who favor higher rates and the doves who favor lower rates all claimed the report vindicated their view. We’ll elaborate. Shockwave Medical $SWAV … Read more

Weekly Points – December 8th, 2023 – 5 Things to Know in Investing This Week – The Smart People Doing Smart Things Issue

December 12, 2023 by Gary Brode

Ok – kind of a quirky title, but a lot of smart people were saying smart things in public this week. Peter Schiff made an excellent point in favor of property rights including for Bitcoin which he hates. Moody’s is late, but correct on a potential China downgrade. Las Vegas Sands ($LVS) took advantage of … Read more

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