Author Archives: Danielle Park

Inflationary bets now in retreat

From their January 2021 peak, economically-sensitive small-cap stocks are down about 19%.  The NASDAQ is -17% from last November, and the average drawdown is 23% so far.  The S&P 500 has fallen just over 10%.  Canada’s TSX has held up … Continue reading

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Grantham: super bust after FOMO lust

One of the world’s most famous fund managers says Wall Street is a “super bubble” waiting to burst and a “terrible lust” for profits will bring investors undone. Jeremy Grantham is the co-founder of GMO, which claims to  have predicted … Continue reading

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Tumbling into 2022

Growth and inflation are in retreat, stocks are tumbling, corporate debt spreads are leaping, and yield curves are flattening with the economically clairvoyant U.S 10 and 2-year spread .38 today, from an optimistic 1.59% peak in March 2021.  This is … Continue reading

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