Month: February 2026

5 Things to Know in Investing This Week – The AI Eats Software Issue

by

The incredible volatility in gold, silver, and Bitcoin continued for most of this week. We give you a quick update along with links for those of you who want a better understanding of what’s really happening. Anthropic announces that its Claude AI can take over functions currently being handled by expensive monthly software subscriptions. SaaS … Read more

Thoughts on Bitcoin

by

The dollar price of Bitcoin is down almost 50% from the all-time highs reached just a few months ago. The Bitcoin haters are busy declaring victory (and ignoring that many of them have been negative on the digital asset when it was trading at $1,000). Some of the defenders are saying it’s a great time … Read more

DKI Interviewed by the Manhattan Alternative Investment Network

by

Thanks to the Manhattan Alternative Investment Network for hosting me last night for a conversation on gold, silver, Bitcoin, and why Kevin Warsh can’t change the direction of the Federal Reserve or the continuing debasement of the dollar. Link to the video below. The Federal Reserve is Now Irrelevant  

Looking at the Downside

by

It’s been a volatile few days. Let’s recap:   The Federal Reserve: I continue to believe the market is overestimating the impact Fed Chair nominee, Warsh, could have on the economy and the markets. Last week, there was reasonable fear that Warsh would be hawkish (favoring higher interest rates). I’m skeptical of that take, despite … Read more

The Federal Reserve is Irrelevant

by

I’ll be speaking to the Manhattan Alternative Investment Network on Tuesday at noon NY time. We’ll be covering the inability of the Federal Reserve to influence crucial fiscal issues. We’ll also be covering the recent volatility in gold, silver, and Bitcoin along with some commentary on energy (uranium in particular). If you’d like to join, … Read more

5 Things to Know in Investing This Week – The Volatility Issue

by

Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com.   We had most of this … Read more

Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
Close
loading gif

Available Coupon

X
Close