Monthly Archives: July 2026

Oz disappoints

Financial conditions tightened significantly in July, raising borrowing costs across the board. Central banks are now stuck between oil-inspired inflation and recklessly leveraged asset markets digesting the highest borrowing costs since 2007. Good overview in the discussion below. DoubleLine CEO-CIO … Continue reading

Posted in Main Page | Comments Off on Oz disappoints

Nightmare on Main Street: record stock market leverage

Don’t kid yourself. If you have money in the stock market, you are not in a different stock market; you are in the most overvalued, leveraged stock market in history. Fact. On this episode of the WTFinance podcast I had … Continue reading

Posted in Main Page | Comments Off on Nightmare on Main Street: record stock market leverage

Danielle on CBC Weekend Business Panel

Posted in Main Page | Comments Off on Danielle on CBC Weekend Business Panel