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

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