Company Research

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/  

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

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