Company Research

5 Things to Know in Investing This Week – The Disinflation/Deflation Issue

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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

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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

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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

5 Things to Know in Investing This Week – November 3rd, 2023

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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

5 Things to Know in Investing This Week – October 27th, 2023

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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

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