Category Archives: Main Page

Global growth heading down on record debt and less cash flow

Posted on January 14, 2019 by Danielle Park

Further to my article last week Highly coupled global growth engines slowing all together, weaker economic data out of China and Europe this morning are roiling world markets. Chinese trade slumped in December, sending regional stocks and the Australian dollar … Continue reading →

Posted in Main Page | Comments Off on Global growth heading down on record debt and less cash flow

What went up the most is coming down the most–bank on it

Posted on January 11, 2019 by Danielle Park

As I have explained frequently, asset prices that went up on the same low rates, lax lending, speculation and foreign capital flows the past decade are now coming down together all around the world.  In the process, the assets, markets, … Continue reading →

Posted in Main Page | Comments Off on What went up the most is coming down the most–bank on it

Please note, unemployment lows go with stock market tops

Posted on January 10, 2019 by Danielle Park

While the financial sales force likes to declare low unemployment as bullish for the economy and stocks, my partner Cory Venable offers the below chart to remind of the negative correlation between US unemployment cycles (in blue) and S&P 500 … Continue reading →

Posted in Main Page | Comments Off on Please note, unemployment lows go with stock market tops