Yesterday, the Federal Reserve “paused” keeping the fed funds rate unchanged. President Trump has been critical of Chairman Powell in public. Chairman Powell has refused to answer questions about President Trump, but is intentionally initiating conflict. I think both men have good and bad points on this topic so let’s dive in to all four … Read more
Published to the Deep Knowledge Investing blog on November 3rd, 2024. I have been writing less about the macro-economic environment lately. That’s been for two reasons. The primary one is in 2022 and through much of 2023, it was macro considerations that were driving the market. Understanding what was happening with inflation and the Federal … Read more
Looking forward to a timely conversation on Wednesday, August 3rd at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics. We’ll cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. … Read more
Deep Knowledge Investing is pleased to announce that Heather Heldman, Founder of Luminae Group, and member of the DKI Board of Advisors, is teaching a course called “Mastering the Fundamentals of Strategic Geopolitical Risk Analysis”. As a courtesy for DKI readers, Luminae is offering the class to you at a 33% discount. I’m already registered. … Read more
