Author Archives: Danielle Park

Even bear winters should have green spells

As gratifying as it is has been to watch the portfolios we are managing gain in 2018 while everything else is dropping, we should also expect strong counter-trend rallies to keep punctuating the downtrend–for days, even weeks at a time.  … Continue reading

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Balance sheets should help backstop income cycles

The Keynesian thesis is that central banks and governments can help smooth financial cycles by adding liquidity and enabling spending when downturns come, and then working to rebuild savings and reduce debt through the economy when times are good. Suffice … Continue reading

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Rajan on the three biggest problems in the Indian economy

India’s nearly 1.3 billion population is running a close second to China’s nearly 1.4 billion in terms of the world’s largest.  Both economies averaged a fast 7% in annual GDP growth over the past decade and both are now weakening. … Continue reading

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