Author Archives: Danielle Park

Serious question: What have you learned?

Posted on August 11, 2026 by Danielle Park

Equity valuations are the most inflated since the infamous bubble tops in 2000 and 1929 before that, and far beyond the 2007 and 2022 cycle tops. This is evident below in one of the most historically insightful valuation metrics, the … Continue reading →

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Oz disappoints

Posted on July 30, 2026 by Danielle Park

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 →

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Nightmare on Main Street: record stock market leverage

Posted on July 27, 2026 by Danielle Park

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 →

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