How to Use the Current Recommendations Page One of my favorite parts of running Deep Knowledge Investing is the interactions I have with our subscribers. I tend to get thoughtful questions that serve as a guide for how I can better communicate investment ideas to the community here. A new subscriber had some questions … Read more
This post originally appeared on April 24, 2023. Introduction: DKI has been writing about the danger to the dollar as the world’s reserve currency for over a year and on more than a dozen occasions. From a piece we published earlier this month: Most notably, I gave an hour-long lecture at the Institute for World … Read more
This post originally appeared on April 12, 2023. DKI has written constantly about inflation since November of 2021 when we warned that it was going to be a bigger and more persistent problem than most people thought. We also provided practical specific ideas for how to protect your portfolio. By January of 2022, we were … Read more
This post originally appeared on February 27, 2023 Panel Introduction: I was fortunate enough to be one of the speakers at last week’s Strategic Investment Symposium at the College of Charleston. Mark Pyles is running a fantastic program there and the students I met are being well-prepared. My segment was called “Products vs Ingredients” and … Read more
This post originally appeared on February 24, 2023 Introduction: This is Part II of a multi-part piece. Part I is available here. There is a lot of talk on FinTwit (financial Twitter) that the Federal Reserve has access to more data than we do. The implication is that because they have all of this information, … Read more
I’ve made a couple of changes to the energy positions. For an updated version for subscribers, please check here: https://deepknowledgeinvesting.com/current-recommendations/
