Author Archives: Danielle Park

Mania believers ripe for abuse

John McAfee sold his namesake antivirus software company in the 1990s for more than $100 million, followed by a series of bad financial decisions.  Most recently, he was prosecuted for tax evasion and cryptocurrency pump and dump schemes.  The story … Continue reading

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

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

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Reality stalks a desensitized risk complex

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

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