- the source for market opinions


October 28, 2019 | Earnings Recession, Oil Co Strains and Doubling Defaults

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel ( Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog:

Many relevant observations in this segment on growing financial strain.  A decade of low rates and excess liquidity has led to a brutal investment set presently on offer.  This will change in the next clearing event, when present holders are liquidating in panic and sober capital is picking up bargains.  Meanwhile, it pays to wait.

Surprises are coming with regularity in fixed income: Former Dallas Fed advisor Danielle DiMartino Booth, CEO of Quill Intelligence and discusses why investors are watching industrial companies’ guidance statements amid earnings season due to the weak U.S. manufacturing numbers in September.

Here is a direct video link.

STAY INFORMED! Receive our Weekly Recap of thought provoking articles, podcasts, and radio delivered to your inbox for FREE! Sign up here for the Weekly Recap.

October 28th, 2019

Posted In: Juggling Dynamite

Post a Comment:

Your email address will not be published. Required fields are marked *

All Comments are moderated before appearing on the site


This site uses Akismet to reduce spam. Learn how your comment data is processed.