Weekly Points – January 24th, 2025 – 5 Things to Know in Investing This Week – The Dollar, Gold, and Crypto Issue

President Trump took office and immediately created excitement, new policies, and uncertainty that affects the dollar, corporate trade, the future of technology, gold, Bitcoin and other digital assets. We’ll address some of these topics in this issue and come back to others in next week’s 5 Things. Goldman Sachs enters a debate DKI has been … Read more

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

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

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

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

Weekly Points – January 3rd, 2024 – 5 Things to Know in Investing This Week – The We Tempt Fate (Again) by Disagreeing with Nassim Taleb on Bitcoin Issue

Happy New Year to everyone. We’re going to kick off 2025 by re-releasing an expanded and improved version of our 2021 white paper where we challenged Nassim Taleb’s assertion that Bitcoin was worth zero. The official release will be on Twitter/X in the middle of the week. We’re asking everyone to like and repost so … Read more

Weekly Points – December 20th, 2024 – 5 Things to Know in Investing This Week – The Dollar Milkshake Edition

In a week of silly and contradictory headlines, the Federal Reserve takes the top spot. The world’s premiere central bank managed to lower the fed funds rate into increasing inflation while reducing future rate hike expectations. Every month, they appear more political. After a month of reporting on weak consumer sales in high-priced discretionary items, … Read more

Weekly Points – December 5th, 2024 – 5 Things to Know in Investing This Week – The Bitcoin to $100k Issue

The long-awaited moment came late last week when Bitcoin crossed $100k. Being a volatile asset, it’s already crossed that level multiple times in the few days since giving anyone who missed the first crossing ample opportunity to celebrate. Despite being wrong by 100x (10,000%!!!), Peter Schiff @PeterSchiff comes up with a novel excuse for why … Read more

Weekly Points – November 22nd, 2024 – 5 Things to Know in Investing This Week – The Nvidia Calms the Market Issue

Each time Nvidia $NVDA reports earnings, it’s the most important earnings announcement ever. Results were fantastic, but already incorporated into market expectations leading to little stock reaction. Walmart $WMT and Target $TGT indicate the consumer is shifting to lower-priced retail. It’s yet another indication that consumers prefer a drive for lower prices over a focus … Read more

Weekly Points – November 8th, 2024 – 5 Things to Know in Investing This Week – The President Elect Trump Loves Bitcoin Issue

The polls have been inaccurate for the past three US Presidential elections. Knowing that, DKI was watching Bitcoin, the prediction markets, and a few other select stocks and economic markers to see that a Trump landslide was coming long before the network announcers could do so. Could we get a sound money advocate as Federal … Read more

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