Author Archives: Danielle Park

Seba updates on technological disruption now underway

This is a massive good news story, but only for those who are anticipating and embracing the trends unfolding.  This has huge implications for Canada.  Denial is not a wise option. Futurist Tony Seba updates the North Carolina Department of … Continue reading

Posted in Main Page | Comments Off on Seba updates on technological disruption now underway

Re-steepening yield spreads and CEO sentiment

In our December 31 client letter, we discussed the re-steepening in the US 10-year and 3-month yield spread that has been underway since 2019, as the US Fed began cutting its policy rates once more. An inversion of the 10-year-3-month … Continue reading

Posted in Main Page | Comments Off on Re-steepening yield spreads and CEO sentiment

HBR: Why stock buybacks are dangerous for the economy

Two of the leading democratic candidate contenders have proposals to greatly curtail share buybacks as a form of illegal market manipulation.  Last October the International Monetary Fund’s Global Financial Stability Report, noted “debt-funded payouts” as a form of financial risk-taking … Continue reading

Posted in Main Page | Comments Off on HBR: Why stock buybacks are dangerous for the economy