Author Archives: Danielle Park

Leverage magnifies up and then down cycles

Posted on April 17, 2025 by Danielle Park

Buying assets with high loan-to-value ratios tends to magnify price cycles up and down. Leveraging assets like principal residences to get downpayments for other assets leads to a daisy chain of woe for owners, lenders, and the economy. We’re there, … Continue reading →

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Investing in Uncertain Times

Posted on April 16, 2025 by Danielle Park

Some worthwhile macro observations in this discussion. DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion on April 3, the day after President Donald Trump’s reciprocal tariff announcement, between DoubleLine CEO-CIO Jeffrey Gundlach and Quill Intelligence CEO and Chief Strategist Danielle … Continue reading →

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Canada’s housing market downturn grinds into year four

Posted on April 15, 2025 by Danielle Park

Market consensus pegs a 58% probability that the Bank of Canada will hold its overnight rate at 2.75% tomorrow, with a 42% chance of a 25-bp cut to 2.50%. This morning’s milder-than-expected Canadian inflation news, CPI of 2.3% year-over-year in … Continue reading →

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