The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more
Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more
As you all know by now, DeepSeek caused an implosion of the US-based technology and energy space on Monday. On Tuesday, the market decided it has over-reacted and many of the heavily-sold stocks regained ground. I want to address the speculation on both sides of the discussion and to update you on how this affects … Read more
