Category Archives: Main Page

‘Blitzscaling’ and the race to financial oblivion

Posted on November 5, 2019 by Danielle Park

This is a worthwhile overview of the indiscriminate capital flows that have drowned investment value and spiked capital risks in present stock and corporate debt markets.  Those holding equities, equity mutual funds and ETFs today are running in a perilous … Continue reading →

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Seba update on the disruption of energy and transportation

Posted on November 4, 2019 by Danielle Park

This presentation was recorded in NYC October 29, 2019. Worth the 30 minutes. The #CleanDisruption will be the fastest, deepest, most consequential disruption of energy and transportation in history. By analyzing and anticipating these disruptions, we can learn that the … Continue reading →

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Rate cuts aren’t bullish

Posted on November 1, 2019 by Danielle Park

The US Fed hopes that a 1.5% policy rate along with $60 billion a month in ongoing liquidity injections will be enough to keep stock markets afloat and avert a recession.  But monetary efforts work at a lag of many … Continue reading →

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