Author Archives: Danielle Park

Munger on SPACs, ‘free’ trading, bankers and Bitcoin

Posted on February 25, 2021 by Danielle Park

The 2-hour live stream with 97-year old Charlie Munger yesterday (youtube clip here) was slow-moving but still a breath of fresh air for the few remaining souls not intoxicated with speculative manias, brokers and investment bankers.  A couple of my … Continue reading →

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Higher yields and commodity prices intensify recessions

Posted on February 24, 2021 by Danielle Park

Commodity prices and inflation expectations (below since 1995) have been following government and central bank stimulus flows higher over the past six months.  This is no all-clear sign for risk markets or the economy—quite the opposite. Treasury yields have moved … Continue reading →

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Here’s The Thing with Alec Baldwin

Posted on February 24, 2021 by Danielle Park

I discovered this podcast a few months ago and it has filled my walks and workouts with much enjoyment since.  Alec is an excellent interviewer and his guests are very thoughtful and diverse.  I listen to it on Spotify, but … Continue reading →

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