This content is for members only. Visit the site and log in/register to read. The post Another Great Month in Macau appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Hi All, Good news. As promised, we’ve implemented a new meeting feature. I’ve opened up two 30 minute slots every Monday starting after the coming holiday weekend. These are private Zoom meetings to discuss whatever is on your mind. Flying V’s Kashif has worked some cool magic here so if you’re a DKI Premium Subscriber ... Read more The post New Feature – Let’s Talk! appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
At DKI, we’ve been making an effort to be more transparent in how we make investment decisions and to provide more educational content. There are several interesting lessons which can be extracted from the recent scPharma takeover announcement. Before we dive in, I want to be clear that while a likely acquisition was a key ... Read more The post scPharmaceuticals ($SCPH) – Educational Lessons from a Deal appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Chairman Powell leans dovish in his annual remarks causing risk assets including Bitcoin, gold, equities, and energy to trade up sharply. DKI disagrees with the (potential) decision to cut rates, but still profits from it. The White House will be pleased, but don’t expect the President to start praising Powell in public. Copper tariffs are ... Read more The post Weekly Points – August 22nd, 2025 – 5 Things to Know in Investing This Week – The Chairman Speaks Issue appeared first on De...| Deep Knowledge Investing
MannKind is acquiring DKI portfolio position scPharmaceuticals ($SCPH) for $5.35/share in cash plus a contingent value right (CVR) worth up to $1.00/share. The full value represents a 31% premium to Friday’s closing price. MannKind has the necessary financing from Blackstone. This is the second DKI healthcare device portfolio company acquired in the past two ... Read more The post scPharmaceuticals ($SCPH) – Being Acquired by MannKind for a Large Premium appeared first on Deep Knowledg...| Deep Knowledge Investing
MannKind is acquiring DKI portfolio position scPharmaceuticals ($SCPH) for $5.35/share in cash plus a contingent value right (CVR) worth up to $1.00/share. The full value represents a 31% premium to Friday’s closing price. MannKind has the necessary financing from Blackstone. I’m listening to the conference call right now and will update you later today when ... Read more The post scPharmaceuticals ($SCPH) Being Acquired – Large Premium appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
This week, we got a lower-than-expected CPI. Hooray, the Fed will cut! Then, we got a higher-than-expected PPI. Oh no, the Fed can’t cut! There’s some evidence that tariffs are raising prices for now, but not nearly as bad as the fiat economist threatened. The US puts a 15% tariff on $NVDA and $AMD chip ... Read more The post Weekly Points – August 15th, 2025 – 5 Things to Know in Investing This Week – The CPI vs PPI Issue appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Prove just finished it’s 3 week series on authentication which included authId representatives. You are welcome to watch the whole presentation on Prove’s YouTube page, but no need. It’s my job to watch these things for you. You’re TL;DW summary. (That’s too long; didn’t watch) Part I: Prove and authID reps roughly share screen time ... Read more| Deep Knowledge Investing
Seeking Alpha had a recap of last night’s authID ($AUID) conference call. It’s worth a quick read and contains a link to the transcript for those of you who want more detail. It was written by AI, but in my opinion, does a nice job capturing the important information. https://seekingalpha.com/news/4485845-authid-targets-18m-in-2025-bookings-as-idx-platform-launch-expands-total-addressable-market Information contained in ... Read more The post Seeking Alpha on $AUID appeared first on...| Deep Knowledge Investing
This content is for members only. Visit the site and log in/register to read. The post authID ($AUID) – 2Q ’25 Results appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Prove posted the video from yesterday’s webinar with authID. The Prove representative did describe the combined authentication capabilities of both companies as “the silver bullet”. As discussed multiple times, the selection of authID by Prove and NEC are validation of $AUID’s technical capabilities. The fact that you had to be following Prove on LinkedIn to ... Read more| Deep Knowledge Investing
Deep Knowledge Investing helps hedge funds, portfolio managers, family offices, and individuals earn higher returns in the equity portion of their portfolios.| Deep Knowledge Investing
the tariff-related carnage fiat economists have been carrying on about has not appeared – at least yet.| Deep Knowledge Investing
Today, the NASDAQ was down 6% while the yield on the 10-year Treasury closed at under 4.1%. We told you they’ll kill stocks to save bonds[2] and that’s exactly what we’re seeing.| Deep Knowledge Investing
We are in full Ponzi scheme mode as we now print dollars to pay the interest on dollars we printed last year. On-balance sheet debt is now over $37 trillion| Deep Knowledge Investing
D and I are in agreement that anything that might happen regarding Greenland will be peaceful and considered in the best interests of Greenland, Denmark, and the US.| Deep Knowledge Investing
