Another Big Fed Rate Hike

As “expected” the Federal Reserve raised the fed funds rate by another 75 basis points (.75%) today.  We put “expected” in quotation marks because when we started writing about inflation ten months ago, the big Wall Street firms thought we’d get a total of 75 basis points of rate hikes for all of 2022.  We … Read more

Stocks Rise on CPI of “Only” 8.5%

Introduction: Today’s inflation report came in at 8.5% which was slightly below the 8.7% that the market expected.  The thinking is that now that inflation has come down from the 9.1% from last month and was below the expected number, we’re closer to Federal Reserve rate cuts and that’s why the market was up today.  … Read more

Down Goes the Petrodollar

We have warned, and warned and warned that the design of the anti-Russian sanctions are impairing the value of the dollar as the world’s reserve currency.  In particular, we have been concerned about the status of the petrodollar.  The US made a deal with Saudi Arabia in the 1970s where in exchange for the US … Read more

DKI Interviewed at the Institute for World Politics on Anti-Russia Sanctions

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Gary Brode, Founder of Deep Knowledge Investing, discusses “The Strategic and Economic Implications of Anti-Russian Sanctions,” as well as how U.S. policy is failing to protect the dollar’s reserve currency status and its effect on American consumers. This event took place on June 29, 2022 as a part of The Institute of World Politics’ lecture … Read more

First Half Headlines are all Terrible Unless You’re a DKI Subscriber

At this point, you’ve probably read at least a dozen headlines explaining that the first half of 2022 is the worst for the market in over 50 years.  The headlines and commentary we’re seeing are apoplectic.  This came from Barron‘s last night: The first half of the year was terrible. Worst in decades for stocks. … Read more

Invested.dk Interviews DKI on Oil, Gold, Fx, and Portfolio Hedging

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My Ravn of Invested.dk interviews Gary Brode of Deep Knowledge Investing on oil, gold, currency, and portfolio hedging.  We’d like to thank My, the Invested.dk community, and our Norwegian friends who joined us for this interesting webinar on current market issues.