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

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

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

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

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

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

More Ineffective Russian Sanctions

Back in April, we wrote that, “our wish for the Ukrainian people is for peace, prosperity, and self-determination.”  We also wrote that the existing anti-Russian sanctions were ineffective, were reducing the value of the dollar as the world’s reserve currency, and are hurting American citizens.  Today, Barron’s reported the G-7 was adding to the sanctions … Read more

The Depth Report And We’re Off – Fed Raises Rates – And Then Says What?!

Overview: After months of teasing, last week, the Federal Reserve announced an increase in the Fed Funds rate of 25 basis points (.25 percent) from the current zero (approximately).  While this was the smallest possible increase, the Fed indicated it was expecting to raise rates another six times this year and potentially, another 3-4 raises … Read more

War in Ukraine: An Honest Discussion of the Costs for US Citizens

We published a piece in the newspaper that deals with issues so important, we wanted to re-emphasize them here.  For our non-U.S. subscribers, please note that while certain discussion of U.S. policy won’t apply to you, key points on energy and food inflation will affect you as well.  Link to the original article is here.  … Read more

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