Commentary

Millennial Home Buying Starting To Pick Up

Wednesday, Jul 05, 2017 by: dandkllcposted in: demographics

The D&K Blog will touch frequently on cycles and the nature of all manner of things flowing up and down. We have researched and written extensively on Millennial Generation trends. It seems as though Millennials

Keeping Perspective

Saturday, Jul 01, 2017 by: dandkllcposted in: newsletters

This quarter’s newsletter does not directly relate to investing, although it provides an interesting framework for investing and life in general. The news flow of today seems very polarizing – we would not blame you

Tax Cuts Require Either Output Improvement or Spending Cuts to Reduce Deficits

Monday, Jun 26, 2017 by: dandkllcposted in: taxes

Political biases aside, the United States requires a lot in taxes from its economy’s most wealthy participants. In order for currently proposed tax cuts to either trim the deficit or not add to it, economic

Cheap Eats Drive Home Run Stock Performance

Tuesday, Jun 20, 2017 by: dandkllcposted in: stocks and investments

The D&K Blog will periodically attempt to cover interesting companies and stocks. If I asked you whether Domino’s has outperformed FANG over the last eight years, would you have said yes? DPZ claims to be

Shift to Passive Investing Could Disrupt Market

Sunday, Jun 18, 2017 by: dandkllcposted in: stocks and investments

The move to passive investing, into index funds and out of actively managed mutual funds, means more money flowing into the largest companies in the S&P 500. Are we witnessing a self-fulfilling prophecy where the

Can Stock Prices Withstand a Rise in Interest Rates?

Saturday, Apr 01, 2017 by: dandkllcposted in: newsletters

The United States Federal Reserve’s Federal Open Market Committee (FOMC) recently suggested it will target a range of 0.75%-1.00% for the Federal Funds Rate (FFR) by the end of 2017. That implies two more increases

Volatile Year Ends with Several Outstanding Questions

Sunday, Jan 01, 2017 by: dandkllcposted in: newsletters

In the past we have written to you regarding volatility. Investors use volatility as a quantitative measure of risk. However, we view volatility as an ongoing source of opportunity. Accordingly, 2016 provided plenty of both

Moving Past the Hidden Bear

Saturday, Oct 01, 2016 by: dandkllcposted in: newsletters

As we transition through the uncertain period of the United States Presidential Election, we note a few concerns as well as some optimism. The election itself, Federal Reserve (Fed) policy, and economic growth will key

Where Did The Oil Dividend Go?

Friday, Jul 01, 2016 by: dandkllcposted in: newsletters

For 18 months, we have all heard about the so called oil dividend to consumers – the benefit to consumers’ pocketbooks as a result of a plummeting oil price. Graph 1 illustrates the decline in