Monthly Archives: June 2022

Danielle’s 10 Timeless Truths on effective allocation decisions

Posted on June 30, 2022 by Danielle Park

President and Portfolio Manager at Venable Park Investment Counsel, Danielle Park takes the stage at the 2022 VRIC to lay out ten timeless truths that all investors should ponder when deciding where to allocate capital.Here is a direct video link.

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Recessions squash inflation and risk assets

Posted on June 29, 2022 by Danielle Park

Amid the highest inflation readings in decades (a backward-looking lagging indicator) and talk of central bank tightening through 2023, it’s worth noting that Treasury inflation-protected securities have fallen 12% since last summer. The TIPS ETF price (below since July 2019) … Continue reading →

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Forward Guidance: recession risks are high

Posted on June 28, 2022 by Danielle Park

Eric Basmajian is a clear-eyed independent looking to anticipate complete business cycles, making for rare, helpful economic insight. Is a recession imminent? What will the impact be on asset prices – and to what degree would it cause the Federal … Continue reading →

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