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Monthly Archives: September 2023
Sri-Kumar: economy exhausting into recession, ignore the stock market
Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins ‘Squawk Box’ to discuss the Fed’s inflation fight, the state of the U.S. economy, recession outlook, and more. Here is a direct video link.
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Mind the credit cycle
Bank lending is contracting across world economies. The percentage of US banks tightening their credit to large and medium firms (below since 1990 via Tier 1 Alpha) now above 40%–was only seen during the 2020 pandemic, the 2008 financial crisis, … Continue reading
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Danielle on The Jay Martin Show
Author and Portfolio Manager of Venable Park Investment Counsel Danielle Park explains the main economic indicators she’s seeing that lead her to believe things aren’t as rosy as many mainstream financial commentators would have you believe. For Danielle, it’s a … Continue reading
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