Fed Minutes Released – They’re Not Stopping
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#portfoliomanagement
New Data Shows a Stronger Economy
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Energy Portfolio Update
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/
4Q GDP Not Terrible
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The Depth Report – The Next Earnings Tell
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25 Things to Know About Investing From a Former Wall Street Hedge Fund Manager
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
The Depth Report – We Warned on the Economy – Early Results Now In
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Here’s What Happened in the Market Today – No You’re Not Crazy
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Yet Another Reason You Shouldn’t Trust Sell-Side Research
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
The Depth Report – 2022 Headlines are all Terrible Unless You’re a DKI Subscriber
Introduction: Last July, we wrote a mid-year piece commenting on all the doom and gloom in the financial press. We constantly saw headlines saying 2022 was the worst first half for stock and/or bond markets since decades ago. We responded at the time that we had told DKI subscribers to short the market the first … Read more
