Author Archives: Danielle Park

Chip shortage highlights destructive financial incentives

Posted on May 4, 2021 by Danielle Park

Destructive financial incentives have wasted years of free cash on gimmicks like buybacks to boost share prices rather than productive long-term focused investment.  Then when high leverage implodes, as it always does eventually, the companies look to governments for bailouts.  … Continue reading →

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Stocks vs. Treasuries: which one is most accurately pricing future growth

Posted on May 3, 2021 by Danielle Park

Stock markets and Treasury bonds are pricing two diametrically opposed investment outlooks from here. They can’t both be right.  For a lucid discussion on where probabilities lie see The Battle Royale: Stocks vs. Bonds (which is right?). Productivity growth depends … Continue reading →

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Kahneman and Harari: ‘Global Trends Shaping Humankind’

Posted on May 3, 2021 by Danielle Park

Two of my favourite authors and thinkers… Daniel Kahneman and Yuval Noah Harari in: ‘Global Trends Shaping Humankind’, a conversation moderated by Kara Swisher.  This session was a part of the 2021 Nexus Online Summit, organized by the American Friends … Continue reading →

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