Portfolio Update
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Our Portfolio is Prepared for “Higher for Longer”. Is Yours?
Highlighting this hilarious meme created by DKI subscriber, David from MA. We’re ready for higher rates! Thanks David!
Weekly Points–April 12th, 2024 – 5 Things to Know in Investing This Week – The Inflation and Oil Issue (Includes Video Version)
This was a big week for connected events. The increase in the CPI was a surprise to the disinflation crowd that’s been screaming for lower interest rates for almost two years. Higher CPI leads to higher for longer interest rates which pushes up the dollar against the yen. That’s about to force the Bank of … Read more
Updates on the Economy and Portfolio Companies
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New Position Update
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New Research Position
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DKI Featured on Stocks for Beginners
I had the opportunity to talk with Phil Muscatello on his great podcast, Stocks for Beginners. Here’s Phil’s intro: In this episode I’m joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy. Let’s face it, the economy can be dry and complicated. … Read more
DKI Featured on Deep Dive Inside
I had the opportunity to be a guest on Chad Hagan’s podcast which just went public today. We talk dollars, sense, economic indicators, housing, and taxes. Please feel free to check it out here: https://www.buzzsprout.com/2127142/14773690
March CPI is 3.2%
This piece was originally published on April 10th, 2024 Overview: Today, we got the March Consumer Price Index (CPI) report which showed an overall increase of 3.5% unadjusted in the last year and 0.4% vs last month. That’s above last month’s 3.2% and expectations of 3.4%. The 0.4% monthly increase annualizes to 4.9%. The Core … Read more
Weekly Points – April 5th, 2024 – 5 Things to Know in Investing This Week – The Shockwave Takeover Issue (Includes video version)
The Shockwave offer that DKI predicted in December happened this week with Johnson & Johnson agreeing to pay $335 per share in cash. DKI subscribers celebrated! The PMI came in hot. Don’t want to read the details? The conclusion is “higher for longer”. More insane calls by “experts” crying for lower interest rates in order … Read more
