Author Archives: Danielle Park

Good update on why bonds are deeply oversold and likely to rebound as economic growth and equities continue lower. The consumer cyclical segments of the stock market can see the recession, but all the bond market sees is endless inflation. … Continue reading →

A not-so-stealth bear market continues globally even as a handful of late-cycle holdouts prop up broad indices and mask the breadth of constituent carnage. As our cycle analysis suggested would happen, individual companies and sectors are giving back their rebound … Continue reading →

I recently discovered author Michael Lewis’s podcast Against the Rules, which examines all the different ways that neutral judges have been steadily removed from our systems and how this impacts us socially and economically.  Broad-reaching and illuminating, His segment on … Continue reading →