Macro Update

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

Webinar – US, China, Russia: The Importance of Economic Statecraft – August 3 at 12 Eastern

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

Mastering the Fundamentals of Strategic Geopolitical Risk Analysis

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

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