Market Commentary

Tariffs – Preview

by

President Trump is dominating the headlines with a flurry of early activity. Much of that “activity” is talk about what might happen in the future. The financial world is most focused on the prospect of tariffs, and I’m already getting questions from DKI subscribers about the topic. Right now, I have an article in edit … Read more

Weekly Points – January 17th, 2024 – 5 Things to Know in Investing This Week – The Treasury Yield and Bitcoin Issue

by

This week, Bitcoin dove and then came roaring back above the $100k mark. We think people who believe higher Treasury yields will crash Bitcoin are correct in the short-term, but are missing the big picture regarding the reason for higher yields. Confusing? Don’t worry:  We explain. DKI also believes quantum computing could be a cryptography … Read more

DKI Featured at the Manhattan Alternative Investment Network

by

More inflation is on the way! If you are interested in learning how to profit from it, check out the Manhattan Alternative Investment Network’s latest webinar “More Inflation is On the Way -How to Prepare.” Gary Brode, managing partner at Deep Knowledge Investing, and Yung Lim, CEO of FolioBeyond, discuss why more inflation is inevitable and provide … Read more

December CPI Rises to 2.9%

by

Overview:                   Today, we got the December Consumer Price Index (CPI) report which showed an overall increase of 2.9% for the last year and 0.4% for the month (annualizes to 4.9%). That’s above last month’s 2.7% and above the prior month’s 2.6%. It was in-line with expectations. The Core CPI which excludes food and energy was … Read more

Weekly Points – January 10th, 2024 – 5 Things to Know in Investing This Week – The Currency and Debt Problem Issue

by

This week, there was a lot of focus on potential financial stress. We’re seeing higher credit card delinquencies, higher commercial real estate delinquencies, and an increasing reticence of foreign central banks to hold more dollars. Despite Fed rate cuts, both housing prices and mortgage rates have continued to rise making homes even more unaffordable. Estimates … Read more

Posting Schedule

by

Hi All, Lots of thoughts on my mind. Here’s the upcoming posting schedule: Wednesday (today):  The monthly CPI report. I expect to have this out around the 9:30am market open, but after the 9am DKI notification email. For those of you who don’t want to wait a day, please check the blog around 9:30 today. … Read more

Watch the 10-Year Treasury

by

One issue I’ve spent a lot of time discussing with people over the past few months is the recent increase in bond yields. In mid-September, the 10-year Treasury was yielding 3.61%. Despite (or because of) 100bp of Fed rate cuts, the yield on that same security is now up to 4.67%. Some market observers are … Read more

Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
Close
loading gif

Available Coupon

X
Close