The Depth Report – We Warned on the Economy – Early Results Now In
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Market Commentary
The Depth Report – Early Results Confirming Thesis
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Running on Empty: The Book Now Available
Alex Macris wrote an incredible four part series on the history of the petrodollar which included some prescient projections regarding the future of the US dollar. I featured his work on this blog, and then Alex invited me to write Part V explaining what you could do to protect yourself from coming problems. Running on … Read more
The Depth Report – December CPI is 6.5%
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Here’s What Happened in the Market Today – No You’re Not Crazy
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Yet Another Reason You Shouldn’t Trust Sell-Side Research
Please feel free to check out today’s Twitter thread on sell-side research which touches on predictions for 2023 made here at DKI. The key point is that big bank economists are predicting a recession while the “analysts” at those same big banks are projecting earnings and revenue growth for the S&P 500 this year. If … Read more
The Depth Report – 2022 Headlines are all Terrible Unless You’re a DKI Subscriber
Introduction: Last July, we wrote a mid-year piece commenting on all the doom and gloom in the financial press. We constantly saw headlines saying 2022 was the worst first half for stock and/or bond markets since decades ago. We responded at the time that we had told DKI subscribers to short the market the first … Read more
PCE and $LVS
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The Depth Report – Update on the Market, the Economy, and the Fed – Part IV
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The Depth Report – Update on the Market, the Economy, and the Fed – Part III
Introduction: In Part I and Part II, we covered several aspects of Inflation/CPI. It’s the single most important financial issue for 2022 so we explored the topic in depth. Cutting to the end, a combination of higher interest rates, comparisons with last year’s high CPI, and falling real estate and auto prices will ensure the … Read more
