Author Archives: Danielle Park

Cooler CPI and the crowd goes wild

Posted on December 14, 2022 by Danielle Park

Fourteen years of ever-easier money has reared a generation of mindless financial allocators and gambling preoccupations. Whatever this is, it’s not investing, and the costs of waste and mal-investment will be with us for years to come. Patience and self-discipline … Continue reading →

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Lower inflation is good, but not bullish for risk markets

Posted on December 13, 2022 by Danielle Park

November US CPI at 7.1% year over year was .2% lower than the 7.3% consensus forecast. Excluding food and energy, the consumer price index rose 0.2% in November (compared with .3% expected and was the smallest advance in 15 months), … Continue reading →

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Inflationary pressures moving lower with demand and prices

Posted on December 12, 2022 by Danielle Park

Demand destruction is weighing on prices globally as financial conditions tighten. It’s not just interest rate increases three times faster than historical norms, an estimated $750 billion is running off of global central bank balance sheets monthly as the massive … Continue reading →

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