5 Things to Know in Investing This Week – The Supply Chain Issue

Lots of supply chain and trade war news this week. China renews and strengthens restrictions on export of rare earth elements and magnets. They’ve spent decades securing the upper hand in these crucial components leaving the west no choice but to invest in our own mining and refining capacity. Silver joins fellow precious metal gold … Read more

Israel at War – Implications for the Market

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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