Author Archives: Danielle Park

While stock bulls talk up a “strengthening” economy, consumer spending growth (which drives 70% of GDP in America) has fallen to a 4 ¼-year low even before rising trade tariffs are noted in backward looking data. The below chart from … Continue reading →

Hoisington Management’s latest Q2 2018 Review and Outlook is now available here. For those trying to anticipate cyclical and secular forces moving the world economy and markets today, this is a must read.  Succinct prose with 6 charts that speak … Continue reading →

Some 600 billion one use cups end up in landfills and water systems each year.  Most either won’t break down, or are toxic when they do.  At the current rate of creation, there will eventually be no room left on … Continue reading →