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
Overview: There’s been a lot in the news and on Fin-X lately about Japan, record gold prices, and skyrocketing silver. Here’s a quick summary of the situation(s). Japan: I was going to write a long explanation, and then realized I’ve covered this in detail in the past. The short version is Japan ran up … Read more
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Smart People Doing Smart Things Issue This week, we’ll address the following topics: – New payroll and jobs data is good, bad, mixed, and other. – Moody’s warns on China. – … Read more
This is an excerpt from the DKI July letter: DKI has written and spoken extensively about Japan’s financial problems. In a piece titled “Japanese Debt – We’re Taking a Victory Lap,” we provided links to our predictions that the Bank of Japan would eventually have to capitulate to market demands for higher rates. 10 Year … Read more
