War

5 Things to Know in Investing This Week – The Many Ayatollahs Issue

by

The US and Israel are knocking out Ayatollahs as fast as Iran can appoint them. Did they kill the entire 88-member council that appoints the next one? We don’t know which explains why DKI didn’t make changes to the portfolio this week despite high market volatility. Our long-term thesis explaining why we own Bitcoin, gold, … Read more

Post Hoc Analysis

by

As before, anything I write regarding the situation in Iran is based on what I believe to be true right now. None of us know how accurate any individual report is. Every party involved has an incentive to shape opinions regardless of what’s really happening on the ground. Again, I’ve seen videos claiming to show … Read more

Israel, Energy, and Some Things That Might Not Be True

by

This piece was originally published on October 10th, 2023. In yesterday’s post, I mentioned the old saying that “in times of war, the first casualty is the truth”. There are a lot of interesting theories being discussed regarding the war in Israel. At this point, it’s too early to tell what’s real and what’s speculation, … Read more

Israel at War – Implications for the Market

by

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

Recent and Upcoming Media Appearances

by

It’s been a busy few weeks for speaking engagements.  For those of you who aren’t tired of the sound of my voice, here are links to some recent and upcoming events.  Everything being discussed is fully explored first in the premium posts on this site, but everyone learns differently.  I like to read.  However, most … Read more

Russia/Ukraine and the Implications for our Relationship with Adversaries

by

Russia/Ukraine and the Implications for Our Relationship With Adversaries (including China). I’m speaking with three members of the Deep Knowledge Investing Board of Advisors: • Dr. John Lenczowski (President Reagan’s National Security Advisor on the Soviet Union and Founder of the Institute for World Politics) • Lt. Colonel (Ret) Jason Galui (West Point economics professor, … Read more

Webinar – US, China, Russia: The Importance of Economic Statecraft – August 3 at 12 Eastern

by

Looking forward to a timely conversation on Wednesday, August 3rd at 12 Eastern Time with Dr. David Glancy, Professor of Strategy, Statecraft, and International Communication at the Institute for World Politics.  We’ll cover: 1) The elements of economic statecraft (macroeconomic policy, trade, investment policy, energy/national resources, aid, sanctions, cyber). 2) Some historic examples of U.S. … Read more

Referral program

Invite & Earn

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

Available Coupon

X
Close