Author Archives: Danielle Park

BIS warns on rare simultaneous bubble in stocks and gold

The Bank for International Settlements (BIS), the central bank of central banks globally, warns in its December 2025 Quarterly Review that a rare, simultaneous bubble in the price of stocks and gold has increased financial risks and the prospect of … Continue reading

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Rethinking value add

Lots of disturbing news this morning, fortunately, there are also positive developments. As endless video content and computing devour more and more power, renewable sources and battery storage to balance demand are an obvious evolution. Interestingly, people often cite payback … Continue reading

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Financial conditions tighten into year end

Happy Friday from the snowy north. Another interesting week! The US Fed lowered its policy rate target 25 basis points (now 3.50 to 3.75%), and announced it would buy $40 billion of TBills monthly as part of a reserve and … Continue reading

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