Putting Tolls on the Strait of Hormuz is a Mistake

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In April, I wrote a piece titled “The Strait of Hormuz Reverse Uno Card” which also went viral on X. In that piece, I credited President Trump with a smart move blockading the Strait in order to prevent Iran from charging vessels $2MM to traverse it safely. I wrote: This looked like worst-case scenario for … Read more

June CPI is 3.5%

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As a reminder, I’m using the new shorter format here. I think the previous 9-10 page commentary was helpful when I started writing it every month, but is no longer serving us well. The CPI report does matter, but it’s not driving markets like it did in ’22, ’23, and ’24. In addition, the economy … Read more

5 Things to Know in Investing This Week – The No Disk for You Issue

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Quick announcement: I’ll be in Antigua, Guatemala 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.   Last week, we reported … Read more

President Trump Revaluing Gold Reserves is Irrelevant

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Last month, President Trump was talking about revaluing the gold reserves of the United States. This is a topic he’s broached at other times as well. The expected discussed benefits include strengthening the balance sheet of the Untiled States. Some also think this would cause an increase in the price of gold. I think the … Read more

How Do We Know?

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One of the key elements to investing is to figure out what you know that the market is missing. The efficient market hypothesis taught in academia is incorrect. It states that all available information on any stock is available to the market as a whole and is continually reflected in its stock price. If that … Read more

Are Oil Prices Really That High?

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A personal update:  Friday’s surgery went well. I was in a lot of pain over the weekend, but am feeling better every day. I’m doing well, am able to work without limitations, and expect to make a full physical recovery on schedule. I’m so appreciative of all the nice messages I’ve received from the DKI … Read more

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

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I’d like to start this week with a personal note. As many of you know, I had surgery on Friday. Everything went well, and while I’m in considerable pain, I have every reason to expect that I’ll make a full recovery. My current situation represents the best-case scenario and the outlook is excellent. I expect … Read more

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