Market Commentary

Thanksgiving Appreciation

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I’ve always thought Thanksgiving is an important holiday. There’s something admirable about having a day to reflect on the good things in our lives and to express gratitude. Apologies for not getting this out sooner, but I spent yesterday traveling and am writing this from the Tokyo airport at 6am. I’m a day late, but … Read more

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

Smart Question on MMT From a DKI Reader

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Darren writes in with a question about modern monetary theory (MMT). It’s basically the fiat economics we’re accustomed to in the US and Europe. I’m an advocate for hard money and less government interference in the economy. Darren’s question is smart and right on target given all DKI has written recently on the disastrous inflation … Read more

Argentina Votes to #EndTheFed

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DKI readers are well-aware of my view that the size and expenses of the US government are unsustainable, and that Congress has decided to fund trillions of dollars of spending with inflation-causing debt (dollar-creation). Further, this fiscal malfeasance is enabled by the Federal Reserve, an institution that instead of maintaining any kind of financial order, … 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 – The Close the * Door Issue

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The Close the * Door Issue: We saw the most entertaining press conference by a Federal Reserve Chairman in decades. Jerome Powell “surprised” Wall Street by saying exactly the same thing he’s been saying for almost two years, then got caught on a hot mike wanting to shut the door on badly-behaved protesters. A Treasury … Read more

New CPI

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The new CPI report came in below expectations. This is bullish for the market, and the futures are up ahead of the open. Full analysis of the report will be posted to the blog this morning. I’m updating some graphs right now. Please check back shortly. Thanks!

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