DeepSeek and the Need for Power Generation

Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more

Powell vs Trump – Both Are Right and Wrong

Yesterday, the Federal Reserve “paused” keeping the fed funds rate unchanged. President Trump has been critical of Chairman Powell in public. Chairman Powell has refused to answer questions about President Trump, but is intentionally initiating conflict. I think both men have good and bad points on this topic so let’s dive in to all four … Read more

DeepSeek and the DKI Portfolio

As you all know by now, DeepSeek caused an implosion of the US-based technology and energy space on Monday. On Tuesday, the market decided it has over-reacted and many of the heavily-sold stocks regained ground. I want to address the speculation on both sides of the discussion and to update you on how this affects … Read more

Current Consensus View of the Fed is Probably Correct

The Federal Reserve will conclude its first meeting of 2025 later today, and Chairman Powell will hold his usual afternoon press conference. Some market observers are describing this as the least suspenseful meeting of the past three years, and I agree with them. The current consensus (almost 100%) opinion is that the Fed will leave … Read more

Weekly Points – January 24th, 2025 – 5 Things to Know in Investing This Week – The Dollar, Gold, and Crypto Issue

President Trump took office and immediately created excitement, new policies, and uncertainty that affects the dollar, corporate trade, the future of technology, gold, Bitcoin and other digital assets. We’ll address some of these topics in this issue and come back to others in next week’s 5 Things. Goldman Sachs enters a debate DKI has been … Read more

Tariffs – A European View

Introduction: I’d like to thank DKI subscribers for their thoughtful response to last week’s article on the potential Trump Tariffs. I got a lot of nuanced opinions along the lines of “I mostly agree with you, but I see this issue differently”. That’s fantastic. Thanks to those of you who chose to share your thoughts … Read more

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