It was a big week for the tech industry. Nvidia and Meta signed a deal for GPUs and CPUs that caused (valid) concerns about Intel and AMD. Google is making a bid for a share of the AI chip business with its TPUs. And if the future trend for compute goes from training to inference, … Read more
Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. President Trump upsets markets and … Read more
Overview: There’s been a lot in the news and on Fin-X lately about Japan, record gold prices, and skyrocketing silver. Here’s a quick summary of the situation(s). Japan: I was going to write a long explanation, and then realized I’ve covered this in detail in the past. The short version is Japan ran up … Read more
DKI has been speaking and writing about the financial issues facing Japan for more than a year. When interest rates were ultra-low, Japan took on massive debt totaling approximately 260% of GDP. That crushing debt load should have caused a financial collapse, but didn’t due to the lowest interest rates in recorded history including trillions … Read more
This is an excerpt from the DKI July letter: DKI has written and spoken extensively about Japan’s financial problems. In a piece titled “Japanese Debt – We’re Taking a Victory Lap,” we provided links to our predictions that the Bank of Japan would eventually have to capitulate to market demands for higher rates. 10 Year … Read more
