I’ve Always Been Pro-Buyback

by

This piece was originally published on November 30th, 2023. Overview: For many years, I’ve seen prominent investors criticize stock buybacks. In the worst examples, they’ve said buybacks provide only a one-time lift to earnings with no long-term benefit. Recently, investor Harris Kupperman, wrote about the subject of dividends vs buybacks and came out strongly in … Read more

November Subscribers’ Meeting on Energy With Mark Rossano of C6

by

Yesterday, we filmed the November subscribers’ meeting with Mark Rossano. He’s one of the best energy investors I know and we covered oil, gas, uranium, nuclear, green energy, and pipelines. The video is set to private and will be publicly available in a week. Premium subscribers are invited to view the video early by emailing … Read more

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

by

While Americans are focused on our own coming (and just passed) elections, Argentina had a monumental event. Using national ID and paper ballots, they were able to get votes counted the same night and found that a small-government capitalist in favor of sound money had won a huge and shocking victory. Here in the US, … Read more

Why Haven’t We Had a Recession Yet?

by

This piece was originally published on November 27th, 2023. Overview: Market pundits have been spending the last two years predicting recessions. The typical setup right now is they project it will happen in the next 2-3 quarters. Every week, I see pundits projecting a recession in 1H 2024. Many of them are the same people … Read more

Thanksgiving Appreciation

by

I’ve always thought Thanksgiving is an important holiday. There’s something admirable about having a day to reflect on the good things in our lives and to express gratitude. Apologies for not getting this out sooner, but I spent yesterday traveling and am writing this from the Tokyo airport at 6am. I’m a day late, but … Read more

5 Things to Know in Investing This Week – The Disinflation/Deflation Issue

by

The Disinflation/Deflation Issue We got lots of macro news this week featuring lower levels of inflation (disinflation) and in some cases, lower prices (deflation). Long-term, DKI continues to believe that excessive Congressional spending and the ensuing currency creation (dollar printing) will lead to long-term inflation and long-term higher interest rates. For now, there is increasing … Read more

Referral program

Invite & Earn

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

Available Coupon

X
Close