Hi All, Three pieces of upcoming DKI content: November Subscribers’ Webinar: We’ll be hosting Mark Rossano of C6. He’s a fantastic energy investor with a clear view of how geopolitical events change supply/demand for the industry. We’ll be talking about investing in public energy companies. That webinar will be Wednesday, November 29th at noon (NY … Read more
The More Problems in Sovereign Debt Issue We’re looking at massive worldwide sovereign debt problems. The Bank of Japan decided to stop defending the 1% rate ceiling on its 10-year bond to stop further weakness in the yen. Not to be outdone, the US Treasury announces plans for trillions of dollars of new bond auctions. … Read more
The Non-Correlated Issue The stock market is falling with the S&P 500 now down more than 10% from its 2023 high. Investors are starting to realize that “higher for longer” now includes inflation and government spending. Bond yields are rising despite the Fed signaling they’re done hiking for now. GDP is high, but misleading. Investors … Read more
