Category Archives: Main Page

Note to stocks at exuberant valuations

Posted on March 1, 2017 by Danielle Park

To all the bulls touting stocks at supremely optimistic, exuberant valuations: this red corporate profit line is mean reverting lower from record highs. History suggests that this is a secular trend with much further to go. Corporations cannot have it all their … Continue reading →

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Secular driver of deflation: demographics

Posted on February 28, 2017 by Danielle Park

Those hoping for a magical return to 1980’s-2000 style 4% growth rates in North America, that will justify bubble-high asset valuations, are ignoring a huge part of reality: populations all over the west, China and Japan, who wield the lion … Continue reading →

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Bill Nye on climate, cognitive dissonance and the business case for smart energy

Posted on February 27, 2017 by Danielle Park

Improved health, efficiency, business opportunity and job growth are all obvious reasons to embrace green energy.  But for those who are worried about the rising influx of displaced people in the world:  the best way to slow the rise of … Continue reading →

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