Market Commentary
25 Things to Know About Investing From a Former Wall Street Hedge Fund Manager
For those of you who would prefer to read this in a nicely-formatted PDF, we have you covered. Just click here: 25 Things to Know About Investing from a Former Wall Street Hedge Fund Manager eBook 25 Things to Know About Investing from a Former Wall Street Hedge Fund Manager The world of finance … Read more
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
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