This piece was originally published on November 16th, 2023. Today there were two pieces of excellent work out on Las Vegas Sands ($LVS) worth highlighting. First, Howard Jay Klein, a member of the DKI Board of Advisors and the author of The House Edge, published an excellent and detailed article addressing the opportunity and … Read more
Inside Asian Gaming reporting that Macau visitation is over 100k/day and back at 2019 levels. https://www.asgam.com/index.php/2023/10/24/macau-hits-new-milestone-with-more-than-105000-visitor-arrivals-on-consecutive-days/
This piece was originally published on October 9th, 2023. Introduction: Over the weekend Hamas attacked Israel killing and kidnapping hundreds, or possibly, thousands. Israel has declared war and has begun a counter-attack. As usual, DKI will focus on policy and the market/economic implications of events, and as much as possible, will leave the politics to … Read more
