It’s been a busy few weeks for speaking engagements. For those of you who aren’t tired of the sound of my voice, here are links to some recent and upcoming events. Everything being discussed is fully explored first in the premium posts on this site, but everyone learns differently. I like to read. However, most … Read more
Russia/Ukraine and the Implications for Our Relationship With Adversaries (including China). I’m speaking with three members of the Deep Knowledge Investing Board of Advisors: • Dr. John Lenczowski (President Reagan’s National Security Advisor on the Soviet Union and Founder of the Institute for World Politics) • Lt. Colonel (Ret) Jason Galui (West Point economics professor, … Read more
Looking forward to a timely conversation on Wednesday, August 3rd at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics. We’ll cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. … Read more
Back in April, we wrote that, “our wish for the Ukrainian people is for peace, prosperity, and self-determination.” We also wrote that the existing anti-Russian sanctions were ineffective, were reducing the value of the dollar as the world’s reserve currency, and are hurting American citizens. Today, Barron’s reported the G-7 was adding to the sanctions … Read more
Paul Gray of IronHold Capital and Gary Brode of Deep Knowledge Investing discuss the US Dollar, Russian Sanctions, Inflation, and the Stock Market.
Overview: After months of teasing, last week, the Federal Reserve announced an increase in the Fed Funds rate of 25 basis points (.25 percent) from the current zero (approximately). While this was the smallest possible increase, the Fed indicated it was expecting to raise rates another six times this year and potentially, another 3-4 raises … Read more
We published a piece in the newspaper that deals with issues so important, we wanted to re-emphasize them here. For our non-U.S. subscribers, please note that while certain discussion of U.S. policy won’t apply to you, key points on energy and food inflation will affect you as well. Link to the original article is here. … Read more