Author Archives: Danielle Park

Time lags have magnified risk exposure and complacency

Posted on July 10, 2024 by Danielle Park

In the second quarter of 2024, big tech companies drove the S&P 500 up 4.3%, while the Russell 2000 index of economically representative small and midsize stocks fell 3.6%. The five most expensive S&P 500 companies now make up a … Continue reading →

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Ford CEO on the rapid evolution of electric vehicles

Posted on July 8, 2024 by Danielle Park

For those of us who’ve benefited from driving an EV for years already, it is a relief to hear mainstream leaders finally drop the opposition and misinformation to embrace the obvious. Ford CEO Farley does an excellent job of articulating … Continue reading →

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Treasuries see recession-style employment trends, stocks should too

Posted on July 5, 2024 by Danielle Park

The US unemployment rate in June ticked up to 4.1% (from 4% in May, red line below since 2021, and 70 basis points above the 3.4% cycle low in 2022). Full-time job creation fell to a 39-month low and part-time … Continue reading →

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