The Things That Aren’t an Issue Issue The market is deep into over-reacting to surface analysis mode. Stock prices are responding to news no one will remember in 5 days or to data that’s going to be revised out of meaning next month. In this special issue of the 5 Things, we’re going to focus … Read more
This piece was originally published on October 9th, 2023. Introduction: Over the weekend Hamas attacked Israel killing and kidnapping hundreds, or possibly, thousands. Israel has declared war and has begun a counter-attack. As usual, DKI will focus on policy and the market/economic implications of events, and as much as possible, will leave the politics to … Read more
The Shutdown Isn’t an Issue Issue Lots of interesting news this week where we address these important questions: Is the coming government shutdown a real problem or just theater? Counter-intuitive inflation: Is there anything the Federal Reserve can do? New home sales plummeting – from already low levels! Smart Bitcoiner takes aim at sovereign debt. … Read more
The Higher for Longer Again Issue Lots of interesting news this week where we address these important questions: Was this the most hawkish “pause” ever by Jerome Powell? Will reduced Russian refining capacity cause the price of oil to rise even more? Will rising energy prices continue to crush disinflation? Can rate hikes produce … Read more
