#tariffs

Everybody Hold On – Second Edition

by

Last month, I got a number of requests to address the emotional difficulty of owning stocks through periods of extreme stress. I thought it was an important enough topic that I wrote a long piece to address the issue called Everybody Hold On. If you are a DKI premium subscriber, I’m asking you to re-read … Read more

Balanced Trade – Guest Post by Alex Macris

by

Today, we welcome back our most frequent guest poster, Alex Macris. Over the past week, we’ve all seen the mainstream media analysis and FinX hysteria screaming that President Trump has no idea what he’s doing as he intentionally destroys the economy with poorly thought-out tariffs. Last week, DKI asked the question, “Tariffs – What if … Read more

Tariffs – What if Everyone is Wrong?

by

Introduction: I watched President Trump’s tariff press conference yesterday. When the Wall Street Journal reported that the tariff level would be only 10%, the equity indexes traded up about 2% in the aftermarket. Then, the President pulled out charts that showed that in addition to the 10% baseline tariff, there would be additional reciprocal tariffs … Read more

I Think They’re Aiming at China

by

I’m getting a lot of questions and seeing a lot of discussion about why President Trump is about to enact 25% tariffs on Mexico and Canada early next week. Government officials from both countries say that at this point, they aren’t completely sure what they’d need to do to be in compliance with the wishes … Read more

Tariffs – A European View

by

Introduction: I’d like to thank DKI subscribers for their thoughtful response to last week’s article on the potential Trump Tariffs. I got a lot of nuanced opinions along the lines of “I mostly agree with you, but I see this issue differently”. That’s fantastic. Thanks to those of you who chose to share your thoughts … Read more

Referral program

Invite & Earn

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

Available Coupon

X
Close