Author Archives: Danielle Park

Today’s rebound in stocks and other risk assets was anemic and did zero to reverse the strains spreading through financial markets and the real economy.  The segment below with “Dr. Realist” Nouriel Roubini offers some useful perspective on forces at … Continue reading →

It is important to understand that not all portfolios lose value in risk-off markets.  The assets in ours have been rising through all of this.  The clip below is a good summary of what’s driving the majority of financial assets … Continue reading →

As I explained in February, coronavirus is a catalyst not a cause of a much-deserved and synchronized repricing in global asset markets.  If you thought rising corporate security prices the past couple of years were justified, but that recent declines … Continue reading →