Referral program

War in Ukraine: An Honest Discussion of the Costs for US Citizens

We published a piece in the newspaper that deals with issues so important, we wanted to re-emphasize them here.  For our non-U.S. subscribers, please note that while certain discussion of U.S. policy won’t apply to you, key points on energy and food inflation will affect you as well.  Link to the original article is here.  … Read more

We Called Stagflation a Month Ago – The Idea Seems to be Catching on Now

Preparing for Recession/Stagflation: In November, we prepared subscribers for coming inflation and noted that the current CPI number was not accurate.  We wrote: “Those huge increases in energy, housing, and food prices indicate that the relatively benign CPI number is underestimating the issue.”  In February, we openly said that the recent GDP number of 6.9 … Read more

More Nonsense from the U.S. Bureau of Labor Statistics – CPI

This morning, the U.S. Bureau of Labor Statistics announced last month’s Consumer Price Index (CPI) was up 7.9%.  As we’ve pointed out multiple times in multiple forums, this number is complete nonsense. The increase in shelter (housing) prices was listed at 4.7%.  As we’ve noted in the past, this is due to a change made … Read more

Inflation, Interest Rates, and Hedging

Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.  

Inflation and Housing Prices

Gary Brode talks with Howard Freedland and Sophie Schneeberger of Echo Fine Properties about how coming increases in interest rates will affect housing prices.  If you’re thinking of buying or selling a home, definitely check this video out right away.

Time to Ramble On – Peter Costa

DKI has been writing about #inflation, #interestrates, and #hedging. Here’s some great analysis by member of the DKI Board of Advisors, Peter Costa: Time to Ramble On  

Invite & Earn

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

Available Coupon

X