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/
For those of you who would prefer to read this in a nicely-formatted PDF, we have you covered. Just click here: 25 Things to Know About Investing from a Former Wall Street Hedge Fund Manager eBook 25 Things to Know About Investing from a Former Wall Street Hedge Fund Manager The world of finance … Read more
Please feel free to check out today’s Twitter thread on sell-side research which touches on predictions for 2023 made here at DKI. The key point is that big bank economists are predicting a recession while the “analysts” at those same big banks are projecting earnings and revenue growth for the S&P 500 this year. If … Read more
