Last month, I got a number of requests to address the emotional difficulty of owning stocks through periods of extreme stress. I thought it was an important enough topic that I wrote a long piece to address the issue called Everybody Hold On. If you are a DKI premium subscriber, I’m asking you to re-read … Read more
The big news of the week was President Trump announcing tariffs in excess of what the market expected. Equity indexes immediately fell and continued that trend for the following two days. While most of the commentary was negative, I’m not convinced the approved consensus is correct. The short version is in this edition of the … Read more
Today, we welcome back our most frequent guest poster, Alex Macris. Over the past week, we’ve all seen the mainstream media analysis and FinX hysteria screaming that President Trump has no idea what he’s doing as he intentionally destroys the economy with poorly thought-out tariffs. Last week, DKI asked the question, “Tariffs – What if … Read more
Introduction: I watched President Trump’s tariff press conference yesterday. When the Wall Street Journal reported that the tariff level would be only 10%, the equity indexes traded up about 2% in the aftermarket. Then, the President pulled out charts that showed that in addition to the 10% baseline tariff, there would be additional reciprocal tariffs … Read more
