5 Things to Know – Video Version – The Disinflation / Deflation Issue
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue. Let me know what you think about the format.
Month: November 2023
Las Vegas Sands Update
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Argentina Votes to #EndTheFed
DKI readers are well-aware of my view that the size and expenses of the US government are unsustainable, and that Congress has decided to fund trillions of dollars of spending with inflation-causing debt (dollar-creation). Further, this fiscal malfeasance is enabled by the Federal Reserve, an institution that instead of maintaining any kind of financial order, … Read more
Voodoo Economics, Market Expectations, and a Downgrade
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Las Vegas Sands – Highlighting Some Excellent Work
This piece was originally published on November 16th, 2023. Today there were two pieces of excellent work out on Las Vegas Sands ($LVS) worth highlighting. First, Howard Jay Klein, a member of the DKI Board of Advisors and the author of The House Edge, published an excellent and detailed article addressing the opportunity and … Read more
Upcoming Content Updates
Hi All, Three pieces of upcoming DKI content: November Subscribers’ Webinar: We’ll be hosting Mark Rossano of C6. He’s a fantastic energy investor with a clear view of how geopolitical events change supply/demand for the industry. We’ll be talking about investing in public energy companies. That webinar will be Wednesday, November 29th at noon (NY … Read more
5 Things to Know in Investing This Week – The Close the * Door Issue
The Close the * Door Issue: We saw the most entertaining press conference by a Federal Reserve Chairman in decades. Jerome Powell “surprised” Wall Street by saying exactly the same thing he’s been saying for almost two years, then got caught on a hot mike wanting to shut the door on badly-behaved protesters. A Treasury … Read more
October CPI is 3.2%
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New CPI
The new CPI report came in below expectations. This is bullish for the market, and the futures are up ahead of the open. Full analysis of the report will be posted to the blog this morning. I’m updating some graphs right now. Please check back shortly. Thanks!
Changes and Improvements on the Way
We’ve added a lot of new subscribers in the past few weeks (thank you!) so I thought it was a good time to provide an update on a few features and some coming changes. Pricing: DKI is about to increase pricing for new premium subscribers in the next few weeks. If you are a current … Read more
