Category Archives: Main Page

Democrats stuck between “Blackrock and a Hard Place”

Posted on December 3, 2020 by Danielle Park

I’m not endorsing all of the ideas and comments in this interview, and I am not enamoured of Janet Yellen or cryptocurrency, but the discussion is thoughtful and worth a mull. Democrats are caught in structural hypocrisy as they juggle … Continue reading →

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Long time running

Posted on December 2, 2020 by Danielle Park

The US Dollar Index (DXY) is bobbing at a 52-week low in the $91 range this week, and stocks and commodities are similarly trading trends looking for direction. As I have explained previously, the risk rally needs further dollar weakness, … Continue reading →

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Margin of safety is job number one

Posted on November 30, 2020 by Danielle Park

Bullish equity sentiment at 59.2% was at an eye-watering 40 points above bearish sentiment (19.4%) in last week’s Investors Intelligence Data. Heavily indebted amid high unemployment and low yields, a desperate retail crowd has once more joined long-always managers and … Continue reading →

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