Company Research
5 Things to Know in Investing This Week – The Disinflation/Deflation Issue
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
Las Vegas Sands – Highlighting Some Excellent Work
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
Upcoming Content Updates
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