Here’s What Happened in the Market Today – No You’re Not Crazy
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#portfoliomanagement
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
Government Statistics Are Lies
All year, the market has been trading off of small differences between macro economic statistics and expectations. One theme we’ve emphasized in 2022 is that government statistics do not represent reality; but rather, are generated by government employees to advance a specific narrative. This happens under both Republican and Democratic administrations as no one wants … Read more
The Depth Report – Update on the Market, the Economy, and the Fed – Part IV
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The Depth Report – Update on the Market, the Economy, and the Fed – Part III
Introduction: In Part I and Part II, we covered several aspects of Inflation/CPI. It’s the single most important financial issue for 2022 so we explored the topic in depth. Cutting to the end, a combination of higher interest rates, comparisons with last year’s high CPI, and falling real estate and auto prices will ensure the … Read more
The Depth Report – Update on the Market, the Economy, and the Fed – Part II
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The Depth Report – Update on the Market, the Economy, and the Fed – Part I
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A Thank You to DKI Subscribers
Hi All, First, thank you for being part of Deep Knowledge Investing. I’ve loved investing since I was in college, and getting to think about it, write about it, and help all of you make money is both a pleasure and a privilege. Please expect posting to slow a bit for the next couple of … Read more
Producer Price Index Comes in Hot
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