Author Archives: Danielle Park

Fuses lit for the next financial implosion

Inflation fears and a belief that the U.S. Fed will start tapering its bond purchases in November and hiking policy rates in 2022 have caused bonds to sell-off over the past two months (yields rising).  It’s likely to be short-lived … Continue reading

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Finance is a world of wolves dressed as shepherds

As central banks have pumped liquidity into financial intermediaries with every market stumble since 2008, the finance sector has become more affluent and bolder than ever.  In the process, long-established cornerstones of prudent capital management are considered redundant, dumb, even … Continue reading

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Overbuilding and leverage suggest deflationary forces still dominate

After rising 90% from its March 2020 low, the Bloomberg Commodity Spot Index (below), which tracks 23 energy, metals and crop futures contracts, yesterday surpassed its previous all-time (fleeting) highs touched in 2011 and 2008. Oil and gas prices (which … Continue reading

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