Category Archives: Main Page

Rising rates retreat when consumption drowns

Posted on October 4, 2018 by Danielle Park

The US Central Bank hiked benchmark rates last week for the 8th time since their tightening cycle began in December 2015.  Starting from the all-time low of .25%, the federal funds rate now tops 2%+ for the first time in … Continue reading →

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If Everyone is in ETF’s, What Could Possibly Go Wrong??

Posted on October 3, 2018 by Danielle Park

Our firm has been using Exchange Traded Funds (ETFs) for cost-efficient equity exposure in portfolios since 2000. Great idea except when bought or held at record high valuations, in positively correlated global markets, that have been simultaneously hyper-extended on QE … Continue reading →

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Corporate execs using tax breaks to pump and dump

Posted on October 2, 2018 by Danielle Park

As government revenues fall, deficits compound and debt levels leap, corporate executives have been directing the corporate cash freed up from recent tax breaks to pump up their company share prices with buybacks, while dumping their own personal holdings into … Continue reading →

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