Category Archives: Main Page

Inflation-cycle déjà vu

Posted on May 13, 2021 by Danielle Park

Recent inflation readings and the market action year to date remind of past cycles. Recall that inflation is a lagging economic indicator. In the 2008 cycle, inflation and commodity prices topped in the second quarter on expectations of insatiable Chinese … Continue reading →

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Michael Lewis’ new book a ‘sweeping indictment’ on pandemic response

Posted on May 12, 2021 by Danielle Park

Universal Pictures has purchased screen rights to The Premonition: A Pandemic Story, the new book by Michael Lewis about several U.S. heroes who, in the early days of Covid-19, tried to sound the alarm about the dangers of underestimating the … Continue reading →

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Equities priced for negative returns for a decade from present levels

Posted on May 11, 2021 by Danielle Park

As I observed last Thursday in Coming off the boil?, some leading speculative measurements have waned over the past couple of months, and the trend continues this week with the tech-heavy NASDAQ leading broader markets lower. The ARK Innovation ETF … Continue reading →

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