#powell

Looking at the Downside

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It’s been a volatile few days. Let’s recap:   The Federal Reserve: I continue to believe the market is overestimating the impact Fed Chair nominee, Warsh, could have on the economy and the markets. Last week, there was reasonable fear that Warsh would be hawkish (favoring higher interest rates). I’m skeptical of that take, despite … Read more

5 Things to Know in Investing This Week – The Volatility Issue

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Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com.   We had most of this … Read more

Here’s What Just Happened in Gold, Silver, and Bitcoin

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We got some weird price action yesterday (Thursday). Gold gyrated wildly, at one point swinging 10% in just a couple of hours. It has retreated from the $5,500 level back to $5,200 as of this writing. Silver took a break from its stratospheric rise and fell from around $120 to $111. Bitcoin plummeted to $81k … Read more

The Fed Does Nothing and Can Do Nothing

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The Fed concluded its January meeting, and as expected, took no action. Most Fed Governors voted to maintain the current fed funds rate with two dissents favoring a small 25bp (.25%) cut. The market shrugged and finished flat(ish) to up small depending on your favored index. This was a reasonable reaction.   Many are still … Read more

5 Things to Know in Investing This Week – The Federal Reserve Enables Theft Issue

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The CPI stays locked in a tight range thanks to the BLS presenting a constantly-understated version. High inflation continues regardless of the official statistics or the actions of the Fed. Chairman Powell announced that he’s being investigated causing political actors to bemoan the politization of the Fed. The Fed has always been a political institution … Read more

The Fed Cuts – QE is Back

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The Federal Reserve concluded its last meeting of 2025 and as expected, lowered the fed funds rate by 25bp (.25%). In an increasingly more common event there was dissent. For years, any Fed Governor dissenting was unusual. Any arguments were held behind closed doors while the committee presented a unified face to the public. Today’s … Read more

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