Author Archives: Danielle Park

The predictable lift and crash of high leverage

Posted on March 9, 2020 by Danielle Park

When it comes to rising profits and asset prices, financial leverage (credit) often looks genius on the way up, then reckless and financially suicidal as trends reverse. Highly levered companies, households and investors have less ability to ride out income … Continue reading →

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Gundlach on corporate cash crunch, COVID-19, Fed and next moves

Posted on March 9, 2020 by Danielle Park

Discussions that last more than 5 minutes are rare on mainstream financial media.  Gundlach offers several lucid observations in this unusually long 27-minute clip. CNBC’s “Halftime Report” team is joined by Jeffrey Gundlach, CEO and co-founder of Doubleline, to discuss … Continue reading →

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Lacy Hunt on “flailing” Fed and deteriorating financial conditions

Posted on March 6, 2020 by Danielle Park

Dr. Hunt of Hoisington Management is one of the rare seasoned analysts who’re both independent (not paid to sell corporate securities to the public) and disciplined in his macro measurements. This video discussion (taped on February 7) offers many useful … Continue reading →

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