Author Archives: Danielle Park

While the tech and the precious metals sector have to date recovered sharply from the first leg of the 2020 market plunge, other more economically reflective sectors like financials, energy and real estate investment trusts are not feeling the same … Continue reading →

After plummeting between February 20 and March 23, the S&P 500 (below in white) rebounded sharply and is closing in on levels that prevailed at the start of this year. Unemployment meanwhile (inverted in red below), is over three times … Continue reading →

John Hussman’s July letter Fundamentally Unsound is worth the time.  If more people followed the simple math of how the price paid drives investment returns, fewer people would be sideswiped by financial disaster.  A security is just a claim on … Continue reading →