Author Archives: Danielle Park

Breathtaking leverage: the portrait of unprecedented risk

Posted on June 29, 2017 by Danielle Park

Worthwhile piece from Lance Roberts today, see: Yes, Ms. Yellen…There will be another financial crisis,.  He includes this breathtaking chart of the total system leverage/borrowing of US corporations, households, banks and investment margin accounts since 1959.  Spot the point where … Continue reading →

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Sri-Kumar: IMF overly optimistic on global growth, Fed stuck

Posted on June 29, 2017 by Danielle Park

For some reason Bloomberg only posted a 2:23 minute clip of Komal Sri-Kumar’s appearance on Surveillance yesterday morning.  Here is a direct link to it. However the preceding insightful discussion can be watched by advancing the play bar below to … Continue reading →

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The faulty narratives driving asset markets

Posted on June 29, 2017 by Danielle Park

An estimated 75%+ of global market transactions are now driven by algo-wielding computers rather than humans. Moving at lightening speed, buy and sell orders trigger on data flow and headlines ‘fake’ and not. The prevailing thesis held by many, is … Continue reading →

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