Company Research
5 Things to Know in Investing This Week – May 12th, 2023
The Macro Issue (Again) Lots of new macro data this week with less company news. In a trend we’ve been highlighting for 6 months, the data is inconsistent. The good news is whether you’d like to see higher rates, lower rates, a stronger economy, a weaker economy, or a better/worse labor market, there’s something to … Read more
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
5 Things to Know in Investing This Week – April 21st, 2023
The Disaster Edition! Sorry for the clickbait headline. We don’t have an actual disaster right now; just a few potential ones. If you’ve been sleeping too well at night, then keep reading. We’ll tell you the things that should be worrying you. Don’t want to worry too much? No problem – Just subscribe to DKI … Read more
