Inflation
5 Things to Know in Investing This Week – The Freedom Issue
While Americans are focused on our own coming (and just passed) elections, Argentina had a monumental event. Using national ID and paper ballots, they were able to get votes counted the same night and found that a small-government capitalist in favor of sound money had won a huge and shocking victory. Here in the US, … Read more
Why Haven’t We Had a Recession Yet?
This piece was originally published on November 27th, 2023. Overview: Market pundits have been spending the last two years predicting recessions. The typical setup right now is they project it will happen in the next 2-3 quarters. Every week, I see pundits projecting a recession in 1H 2024. Many of them are the same people … Read more
5 Things to Know in Investing This Week – The Disinflation/Deflation Issue
The Disinflation/Deflation Issue We got lots of macro news this week featuring lower levels of inflation (disinflation) and in some cases, lower prices (deflation). Long-term, DKI continues to believe that excessive Congressional spending and the ensuing currency creation (dollar printing) will lead to long-term inflation and long-term higher interest rates. For now, there is increasing … Read more
Smart Question on MMT From a DKI Reader
Darren writes in with a question about modern monetary theory (MMT). It’s basically the fiat economics we’re accustomed to in the US and Europe. I’m an advocate for hard money and less government interference in the economy. Darren’s question is smart and right on target given all DKI has written recently on the disastrous inflation … Read more
5 Things to Know – Video Version – The Disinflation / Deflation Issue
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue. Let me know what you think about the format.