Portfolio Update 2
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$WYNN
5 Things to Know in Investing This Week – The Disinflation/Deflation Issue
The Disinflation/Deflation Issue We got lots of macro news this week featuring lower levels of inflation (disinflation) and in some cases, lower prices (deflation). Long-term, DKI continues to believe that excessive Congressional spending and the ensuing currency creation (dollar printing) will lead to long-term inflation and long-term higher interest rates. For now, there is increasing … Read more
5 Things to Know – Video Version – The Disinflation / Deflation Issue
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue. Let me know what you think about the format.
Deep Knowledge Investing Interviews Andrew Scott of Inside Asian Gaming on the Macau Gaming Law
Gary Brode of Deep Knowledge Investing speaks with IAG CEO, Andrew Scott on the Macau Gaming Law. We cover the law and its commercial implications, how the concession tender process will play out in 2022, and how the government of mainland China is exercising its influence.
Deep Knowledge Investing in Inside Asian Gaming
I’ve mentioned previously that I’ve read Inside Asian Gaming every night for the past 8 years. It’s the best publication available to keep up with the largest gaming market in the world. Today, we’re pleased to announce that Deep Knowledge Investing has its own mention in the Macau Gaming paper of record. Please check out … Read more
New Webinar – Andrew Scott of Inside Asian Gaming on The Macau Gaming Law
We’re excited to welcome Andrew Scott, the CEO of Inside Asian Gaming, for a webinar titled: Where to Now for the Macau Gaming Industry The new Macau gaming law and its commercial implications How the concession tender process will play out in 2022 H2 Mainland China’s Macau posture and its impact on the market I’ve … Read more
