After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to re-rent out my house and then depart for another year of living and working in different countries. This life suits me. I’ll publish an update at … Read more
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
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
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
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
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
