A Better Way to Think About Trading & Investing

By Gary Brode, Deep Knowledge Investing I got a great question from a new subscriber last week.  He wanted to know if I thought he...

Cybersecurity is a differentiator for asset management

By Michael Patanella; Matthew Tierney; John Pearce and Johnny Lee, Grant Thornton Strong controls can lead to insurance cost reductions In the asset management industry,...

Do You Adapt to Changing Market Conditions?

By Gary Brode, Deep Knowledge Investing I’ve worked for and run a variety of different hedge funds with multiple strategies: concentrated longonly, long-short equity, long-term value,...

Sovereign Debt Defaults – Japan vs the Bond Vigilantes

The CFTC issues final rule modifying the swap clearing requirements

On August 12, 2022, the Commodity Futures Trading Commission (CFTC) issued a final rule modifying the CFTC’s interest rate swap clearing requirement under CFTC Regulation...

The expected impact of CECL on portfolio company valuation

In June 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standard Update (ASU) 2016-13, Financial Instruments – Credit Losses, ASC Topic 326. The ASU...

A Market Run by Press Conferences

By Gary Brode, Deep Knowledge Investing We’ve noted two related market trends over the past few months.  The first is bad economic news is good for...

We Were Very Close to a Disaster Yesterday -Here’s Why

By Gary Brode, Deep Knowledge Investing Tuesday evening, futures markets traded down on news that Apple was seeing lower than expected demand for the new...

DeFi Uses and Their Tax Implications

By Eric Coombs, Leo Chomiak & Garrett Van Houtteghem, Grant Thornton Whether by coincidence or consequence, the COVID-19 pandemic period was accompanied by an explosive...

Relocation Considerations for Asset Management Firms

By Michael Patanella and Eric Coombs, Grant Thornton Many asset management firms are considering shifting significant operations away from traditional centers such as New York...

Russia/Ukraine & the Implications for Our Relationship With Adversaries

By Gary Brode, Deep Knowledge Investing Russia/Ukraine and the Implications for Our Relationship With Adversaries (including China). I’m speaking with three members of the Deep...

The Reason That “Bad” Economic News is “Good” for the Market

By Gary Brode, Deep Knowledge Investing At various times, there have been situations where economic news that was better than expected led to an immediate...