5 Things to Know in Investments this Week – May 5th, 2023
The AI Issue This week we have data and analysis of the latest (and possibly last) Fed hike of this cycle, consistently inconsistent economic data (particularly when it comes to the employment picture), and our continuing disagreement with the market regarding whether Jerome Powell is serious when he says “higher for longer”. However, we think … Read more
5 Things to Know in Investing This Week – April 28th, 2023
The Reserve Currency Issue DKI started writing about issues regarding the status of the dollar as the world’s reserve currency over a year ago, and it’s been a regular topic of commentary on the blog. This week, we’ll examine some of the key issues surrounding the long-term health of the dollar as well as recent … Read more
The Reserve Currency Status is Going to Be a Problem
This post originally appeared on April 24, 2023. Introduction: DKI has been writing about the danger to the dollar as the world’s reserve currency for over a year and on more than a dozen occasions. From a piece we published earlier this month: Most notably, I gave an hour-long lecture at the Institute for World … Read more