DKI Webinar on Israel, Hamas, and National Security with Heather Heldman and Dr John Lenczowski

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Heather Heldman is a Managing Partner at Luminae Group LLC with expertise in the Middle East, terrorism, and international law. She previously worked in the US State Department and at the Hague. Dr. John Lenczowski is the Founder and President Emeritus of the Institute of World Politics, a graduate school of national security and international affairs. He … Read more

Macau Visitation Hitting 2019 Levels

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Inside Asian Gaming reporting that Macau visitation is over 100k/day and back at 2019 levels. https://www.asgam.com/index.php/2023/10/24/macau-hits-new-milestone-with-more-than-105000-visitor-arrivals-on-consecutive-days/  

Powell’s Done and It’s Too Late

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Fed Chairman, Powell, spoke today. During his talk, the market went up, then down, then back up before finishing down big. For those of you who are retro video game fans, this was the market version of the Konami Code. During his speech, Powell indicated the Fed was done hiking rates for now. As always, … Read more

5 Things to Know in Investing This Week – October 13th, 2023

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The Chutzpah Issue Chutzpah is a Yiddish word that loosely translates to a combination of gall, obnoxious assumptions, and courage. There’s an old saying that the definition of chutzpah is killing your parents and begging the judge for leniency because you’re an orphan. I also like the way Futurama “explained” it. In this week’s 5 … Read more

Clarification on Oil Prices

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This piece was originally published on October 13th, 2023. I got a great question today from DKI reader, Eric, who correctly pointed out that it appeared I was claiming that Russian refining difficulties could lead to lower crude prices. The relevant paragraph is from the Energy section of today’s CPI post. I’ve re-read it, and … Read more

The Bond Vigilantes Have Arrived

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This piece was originally published on October 12th, 2023. For the past two years, the financial world has focused on the actions of the Federal Reserve, wondering when they’d pause rate hikes or pivot to lower rates. While the Fed has an enormous amount of power, they only control the very short end of the … Read more

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