DKI is pleased to present our November Subscribers’ webinar with energy expert Mark Rossano of C6 Capital. We discuss important issues related to energy investing. Topics include: • Oil and gas investing: supply, demand, refining, and transportation • Oil and gas investing: how much will events in Ukraine/Russia and Israel/Gaza affect the industry • Pipelines … Read more
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
This piece was originally published on November 16th, 2023. Today there were two pieces of excellent work out on Las Vegas Sands ($LVS) worth highlighting. First, Howard Jay Klein, a member of the DKI Board of Advisors and the author of The House Edge, published an excellent and detailed article addressing the opportunity and … Read more
