Author Archives: Danielle Park

Unprecedented speculative option trading

Posted on March 15, 2024 by Danielle Park

Hmmmm… next-level bats*#t. Gunjan Banerji, Wall Street Journal live markets coverage lead writer, joins ‘Squawk Box’ to discuss the options market around semiconductor and tech stocks, the impact of AI mania on the options market, the impact of Fed rate … Continue reading →

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Reaping what we’ve sown

Posted on March 15, 2024 by Danielle Park

Eleven years of near-zero interest rates (2009-2022) drove record debt and consumption, with a manic over-allocation to expensive real estate. Then, online shopping and work-from-home collapsed demand for commercial and office space, and central banks embarked on the most aggressive … Continue reading →

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Beware animal spirits and the lag effect

Posted on March 14, 2024 by Danielle Park

Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4% Will the bull run continue through the rest of 2024? It is … Continue reading →

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