Author Archives: Danielle Park

ECRI cyclical update

Useful cyclical insights from ECRI co-founder Laksham Achuthan in this recent MacroVoices segment starting at 6:15 on the play bar through 48:00. The ECRI charts he refers to are available here. MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to … Continue reading

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Surging homes for sale and mean-reverting prices

Surging home inventories and mean-reverting prices are excellent for those seeking attractive entry opportunities. But housing downcycles have historically taken an average of four years to bottom. So, patience and cycle foresight are key. The segment below offers some good … Continue reading

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Danielle on monetary policy and markets

Danielle Park of Venable Park Investment Counsel presents her view on Federal Reserve policy, how it ties in with the policy of the Bank of Canada, and the leading indicators she thinks investors should be paying the most attention to. … Continue reading

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