#portfoliomanagement

Watch the 10-Year Treasury

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One issue I’ve spent a lot of time discussing with people over the past few months is the recent increase in bond yields. In mid-September, the 10-year Treasury was yielding 3.61%. Despite (or because of) 100bp of Fed rate cuts, the yield on that same security is now up to 4.67%. Some market observers are … Read more

Portfolio Management and Risk Control

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I’m writing this from Bangkok, Thailand where for the first time in all my travels, I’ve gotten sick. Other than the occasional case of travelers’ diarrhea, my friends have laughed and marveled at the fact that I would be out in crowds, on packed subway trains, in sold-out soccer stadiums, and Peruvian salsa clubs and … Read more

Subscriber Question – Lots of Detail on the Market Hedge

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Overview: Last night, Robb Fahrion of Flying V (DKI’s marketing partner) added a new “Ask Gary” feature. Immediately, the DKI community submitted some great questions. Some of those I’m going to address in short videos. However, one question is both very insightful and complicated, and I thought a detailed written response was the best way … Read more

Current Recommendations Page Updated

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Hi All, I’ve just updated the Current Recommendations page and modified the presentation. As explained on the page, some outsized returns in positions like Bitcoin and my participation in the authID secondary have moved my portfolio weightings. While I view Bitcoin as a long-term holding with huge upside, that doesn’t mean I’d recommend someone new … Read more

Fed Holds Firm – Plus, Higher for Longer

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This piece was originally published on September 20th, 2023. The Federal Reserve completed their September meeting and as expected, kept the fed funds rate unchanged. The “surprise” was in the dot plot. The dot plot is where each Fed Governor indicates where they expect rates to be at various points in the future. It further … Read more

Boredom Can Be Great

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When I started Deep Knowledge Investing, I received a lot of questions about the number of ideas subscribers would get. In 2020, there were a ton of them as we played the recovery trade. We bought cruise lines, casinos, banks, and other stocks that had gotten crushed during the Covid lockdowns. The next year we … Read more

Portfolio Update – It’s Not Disinflation

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Normally, I don’t provide updates on daily market action, but there’s something important happening today. Saudi Arabia and Russia have extended production cuts for several additional months. The US has tried to buy a tiny amount of oil to begin to replenish the strategic petroleum reserve (SPR), but that keeps pushing oil prices higher. Oil … Read more

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