Las Vegas Sands – 3Q ’23 Earnings – A Review Of 3Q Earnings By Deep Knowledge Investing
This piece was originally published on October 18th, 2023.
Weekly Points – 5 Things To Know In Investing This Week
The Shutdown Isn’t An Issue Issue
Lots of interesting news this week where we address these important questions:
Is the coming government shutdown a real problem or just theater?
Counter-intuitive inflation: Is there anything the Federal Reserve can do?
Weekly Points – 5 Things To Know In Investing This Week
The Un-Disinflation Issue
Lots of interesting news this week where we address these important questions:
With the CPI rising again, is disinflation dead for now?
With the PPI above expectations, is disinflation dead for now?
Weekly Points – 5 Things To Know In Investing This Week
The Non-Disinflation Issue
Lots of interesting news this week where we address these important questions:
Is the disinflation story done now?
Can the Japanese yen recover?
Are we finally about to get a Bitcoin ETF (OTC: GBTC)?
Weekly Points – 5 Things To Know In Investing This Week
The Employment Issue
Lots of interesting news this week where we address these important questions:
Is the labor market cooling as quickly as some believe?
How long can housing prices continue to rise?
Is the trend towards services spending and away from goods continuing?
Weekly Points – August 25th, 2023 – 5 Things To Know In Investing This Week
The R-star And Shoplifting Issue
Lots of interesting news this week where we address these important questions:
Jerome Powell is again more hawkish than the market expected or hoped. Rates to 6%?
More bank downgrades. One bank index shows no shareholder value creation in 25 years.
Portfolio Update – A Rumor On Two Names – Bitcoin And The Grayscale Bitcoin Trust
Deep Knowledge Investing originally recommended buying Bitcoin and the Grayscale Bitcoin Trust (OTC: GBTC) in late 2020 when Bitcoin was around half the current price.
The Futures Markets Are Currently Useless – Deep Knowledge Investing Depth Report
This piece was originally posted on August 24th, 2023.
Weekly Points – 5 Things To Know In Investing This Week – The Surprisingly Strong Macro And Weak Company Issue
Last week’s issue was titled “The Surprisingly Weak Macro Issue” due to multiple negative data points on the economy. Consistent with a trend of inconsistent data which DKI has been pointing out since last November, we got multiple positive data points this week combined with some concerning company news. In this week’s issue, we’ll cover:
5 Things To Know In Investing This Week – The Surprisingly Weak Macro Issue
As we approach the tail-end of 2Q company earnings, the market turned back to focusing on more macro issues, and was immediately “rewarded” by lots of not-so-good news. In this week’s 5 Things, we’ll cover: