$lvs

5 Things to Know in Investing This Week – The Disinflation/Deflation Issue

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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

Las Vegas Sands – Highlighting Some Excellent Work

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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

Macau Visitation Hitting 2019 Levels

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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/  

Israel at War – Implications for the Market

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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

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