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DK Analytics PDF Reports

41. Pre dividend performance of DK Analytics model portfolio per June 30 2017

40. Pre dividend performance of DK Analytics model portfolio per March 31 2017

39. Pre dividend performance of DK Analytics model portfolio per December 30 2016

38. Fundamentals and trust heading south October 2016

37. Pre-dividend performance of DK Analytics model portfolio as of September 30 2016

36. Economy tanking amidst Fed hot air prior to rate decision; valuation implications September 2016

35. Pre-dividend performance of DK Analytics model portfolio as of June 30 2016

34. Ted Cruz drops out; investment implications of doubling down on statism & cronyism over constitutionalism May 2016

33. The big picture April 2016

32. Pre-dividend performance of DK Analytics model portfolio per March 31 2016

31. Our Main Street proposition, revisited March 2016

30. The big picture January 2016

29. Pre-dividend performance of DK Analytics model portfolio as of December 31 2015

28. A supplement to first DK Analytics model portfolio performance report December 1 2015

27. Pre-dividend performance of DK Analytics model portfolio as of November 30 2015

26. The widening gap October 2015

25. ZIRP harvest ahead of Fed rate decision September 2015

24. Yuan devaluation tip of iceberg August 2015

23. Mining equities or physical precious metals July 2015

22. Thoughts on outcome of Greek debt showdown July 4 2015

21. A decade later June 2015

20. Returns valuations and precious metals May 2015

19. Gold update slides May 2015

18. Returns Valuations Energy March 2015

17. Returns valuations allocations March 2015

16. Returns valuations allocations January 2015

15. Real Macro Numbers November 2014

14. Real Asset Diversification July 2014

13. Strategic Allocation Musings June 2014

12. Strategic Allocation Musings May 2014

11. Gold Update March 2014

10. Global ag assets January 2014

9. Dense energy November 2013

8. High dividend yield Blue Chips August 2013

7. BLUE-CHIPS-with-EM-and-scarcity-exposure-August-2013

6. Physical Gold July 2013

5. Relocalization January 2012

4. Sustainability July 2010

3. Demographics May 2010

2. Farmland October 2009

1. Oil July 2009