We have warned, and warned and warned that the design of the anti-Russian sanctions are impairing the value of the dollar as the world’s reserve currency. In particular, we have been concerned about the status of the petrodollar. The US made a deal with Saudi Arabia in the 1970s where in exchange for the US … Read more
Great guest post today from DKI Board of Advisors member Howard Freedland. He’s been working in the residential and commercial real estate space in the ultra-hot West Palm Beach, FL market. That market has seen some of the biggest excesses of the Covid-real estate era, and as we predicted several months ago, it’s all starting … Read more
Introduction: One of the best parts of running Deep Knowledge Investing is my interactions with the Board of Advisors. It’s a remarkable group of people with a wide range of high-level specific expertise. DKI is set up to foster discussion and debate on all issues, and even college interns are encouraged to advocate for their … Read more
A timely conversation on Wednesday, August 3rd, 2022 at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics. We cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. use of … Read more
