Category Archives: Main Page

“This type of thing usually ends with forced liquidations”

Posted on April 8, 2025 by Danielle Park

Understanding that “defensive” equities offer little protection in bear markets is critical to meaningful capital protection. The table below (courtesy of Gary Shilling) shows what happened to different sectors and the S&P 500 index overall during past recessions. Trying to … Continue reading →

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Asset bubble bug finds another windshield

Posted on April 7, 2025 by Danielle Park

Financial commentators predictably blame the Trump administration for ‘unexpected’ market losses. Two things about that: the tariff file was not unexpected. Trump has promised to do this for a long time. Secondly, major downdraft cycles are the natural and recurring … Continue reading →

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Hits keep coming

Posted on April 4, 2025 by Danielle Park

Many people are now starting to realize (again) that they lack meaningful risk management and their financial health is in danger. The segments below offer some lucid economic observations. Wall Street economists predict a US recession this year and a … Continue reading →

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