Author Archives: Danielle Park

ECRI on why cycles rule markets and economy

Posted on August 30, 2019 by Danielle Park

Lakshman Achuthan, ECRI co-founder, joins ‘The Exchange’ to discuss why he believes low inflation means it’s time to cut rates. Here is a direct video link. The moment to take the recession risk off the table has passed, says ECRI’s … Continue reading →

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Berkshire shares negative now for 19 months and counting

Posted on August 29, 2019 by Danielle Park

The financial press loves to flog viewers with bullish quotations at all times, but especially from Warren Buffett, and especially near cycle tops when valuations are the least attractive for investment.  See a detailed discussion in the recent article Warren … Continue reading →

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The vicious cycle of inflated asset prices and low yields

Posted on August 28, 2019 by Danielle Park

Funny thing about low and negative yields on savings…they make people save more and spend less, which slows the economy, which makes central banks try to lower rates more, which makes people need to save more and spend less…which slows … Continue reading →

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