Author Archives: Danielle Park

Grantham: “This is it guys, the biggest U.S. fantasy trip of all time”

Posted on June 24, 2021 by Danielle Park

Sixty-year market veteran and co-founder of Boston-based GMO did a lengthy interview with John Authers for Bloomberg this week.  It’s worth a read here.  I include some highlights and charts below: “The last 12 months have been a classic finale … Continue reading →

Posted in Main Page | Comments Off on Grantham: “This is it guys, the biggest U.S. fantasy trip of all time”

Reality stalks a desensitized risk complex

Posted on June 23, 2021 by Danielle Park

Global capital is all in with record leverage on growth and inflation bets.  But is the consensus confident, or have they just stopped thinking? Not only are households holding their highest exposure to equities since the March 2000 secular peak.  … Continue reading →

Posted in Main Page | Comments Off on Reality stalks a desensitized risk complex

Lacy Hunt explains inflation today, but deflation tomorrow

Posted on June 22, 2021 by Danielle Park

This presentation is well worth the 40-minute investment. The prices of the things we need to live — food, fuel, housing…pretty much EVERYTHING have suddenly exploded higher this year. After decades of relative price stability, are we about to see … Continue reading →

Posted in Main Page | Comments Off on Lacy Hunt explains inflation today, but deflation tomorrow