Lots of supply chain and trade war news this week. China renews and strengthens restrictions on export of rare earth elements and magnets. They’ve spent decades securing the upper hand in these crucial components leaving the west no choice but to invest in our own mining and refining capacity. Silver joins fellow precious metal gold … Read more
$AMD offers stock and chips to OpenAI in an effort to break $NVDA’s near-monopoly status. DKI wonders where we’re going to get the electricity supply to power all those chips. Gold crosses $4k on the way to a new all-time high. Or as we like to put it: Gold is staying stable while the dollar … Read more
Hi All, We’re making some changes to the email delivery system that we use to send the 5 Things. As a result, instead of an email, you’ll be able to read the 5 Things here on the DKI blog. Premium subscribers will have access to the full version this Sunday, one day earlier than usual. … Read more
The Federal government shut down this week. Democrat and Republican donors cheered. Politicians threatened the end of the world in front of microphones. The market shrugged. DKI has spent years expressing concern about the lack of pharmaceutical production capacity in the US combined with our large prescription drug use. President Trump uses tariff threats to … Read more
