Author Archives: Danielle Park

Yield curve and consumer sentiment flatten with January inflation

The consumer price index for January rose 7.5% compared with a year ago and was slightly higher than the consensus estimate of 7.2%.  As shown on the left courtesy of CNBC, this was the highest on this reading since February … Continue reading

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Grantham: super bubbles harm real life financial plans

Holders typically love it when asset prices rise far above long-term norms. But gains accidentally made in the bubble phase are always taken back in the bursting, and most participants are left worse off in the end.  Believe it or … Continue reading

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Hunt update: Why deflation will win

Hunt’s 36-minute presentation is content-rich as always; it requires more attention than click-bait but is worth the time invested. Is inflation truly winning out after decades of deflation/disinflation? If so, what will the repercussions be? Hoisington investment officer and former … Continue reading

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