Oil

Notes on Today’s Trading

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This post originally appeared on April 3, 2023 Market Giving Up Friday’s Gains: Yesterday, we published a piece concluding that the market may have misinterpreted Friday’s PCE report. The NASDAQ, which is more sensitive to interest rate changes than other major indexes, has given up half of Friday’s gains as of the time of this … Read more

This Was Easy to Predict – Saudis and China

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Most of the analysis we do at Deep Knowledge Investing is detailed and complicated.  People often ask me how long it takes to write a post.  The answer is it typically takes 1-3 hours to write something and days/weeks/months of research to know enough to have confidence in my conclusions. Sometimes, things just seem obvious…In … Read more

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