Update on Multiple Stocks
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$gld
Updates on the Economy and Portfolio Companies
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Powell’s Change in Tone
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News on Multiple Portfolio Postions
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Voodoo Economics, Market Expectations, and a Downgrade
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Portfolio Update – Weightings and What We’re Selling
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The Reserve Currency Status is Going to Be a Problem
This post originally appeared on April 24, 2023. Introduction: DKI has been writing about the danger to the dollar as the world’s reserve currency for over a year and on more than a dozen occasions. From a piece we published earlier this month: Most notably, I gave an hour-long lecture at the Institute for World … Read more
Mixed Signals
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Central Banks Buying Gold
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DKI to be Interviewed by Invested.dk
Hi All, I’ll be speaking with Invested.dk about oil, gold, currency, and portfolio hedging on Tuesday, June 28th at 2pm Eastern time. If you’d like to listen in, you can register here: https://attendee.gotowebinar.com/register/6123050936335466510 . Thanks to Invested.dk. Looking forward to the conversation!
