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ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION

Danielle Park

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Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) 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: www.jugglingdynamite.com

May 28th, 2026 | Beware The Risk-Sellers

Juggling Dynamite - The financial sector profits most when people buy into inflation fears and the riskiest asset classes. It is important for those of us with capital to understand why the relentless risk-sales pitch is generally contrary to our best interests. Especially when we are at or within a decade of retirement. As we explain in our […]

Juggling Dynamite - The segment below offers some real talk about the madness that passed as investing savvy in Canadian real estate over the last decade. Until the ‘easy money’ tide goes out, most have no idea how ill-advised and self-destructive their behaviours are. Revelations tend to spread as prices drop and losses compound. The Shocking Contrast between […]

Juggling Dynamite - The housing cycle was starting to stabilize. Then the Iran War caused higher oil prices, a surge in inflation, and higher mortgage rates.  Here is a direct video link. CMHC Mortgage Survey: Renewals Hurt, Default Fears Fall. The Bank of Mom and Dad Grows CMHC surveyed 4,112 Canadians who completed a mortgage transaction in the last […]

Juggling Dynamite - Market interest rates have been climbing as the Middle East conflict puts upward pressure on oil prices and inflation expectations. The US Bureau of Labour Statistics reports that consumer prices rose 3.8% in April, accelerating from the 3.3% pace in March. The rise came mostly from an 89% year-to-date increase in the price of oil […]

Juggling Dynamite - In the first three months of the year, Canadian consumer insolvencies shot up to levels seen during the 2009 recession. Andrew Chang puts this data into perspective and examines what may be driving the trend. Here is a direct video link. Personal insolvency trustee Doug Hoyes explains Canada’s data this way. Times are tough, and insolvencies will […]

Juggling Dynamite - The US (in light blue below, courtesy of The Daily Shot) is at the high end (see diamond) of its 20-year forward price-to-earnings (PE) multiple, but it is not the only highly valued market today. New Zealand is the most expensive, and Canada (in yellow) is also near the high end of its historic range. […]

Juggling Dynamite - Last week, we learned that Canada lost 47,000 full-time jobs in April, while part-time employment edged up by 29,000. April’s loss means Canada has shed jobs in three of the first four months of 2026, for a total of 112,000 jobs lost since January. Nationally, the unemployment rate rose 0.2 percentage points to 6.9%. Employment […]

Juggling Dynamite - A few charts to illuminate the start of another week. First, another look at the record overvaluation in tech and tech-related companies (dark blue below via topdowncharts.com) versus the S&P 500 traditional cyclicals (light blue) and defensive sectors (black) since 1973. Again, the conclusion here is not that traditional and defensive stocks are cheap but […]

Juggling Dynamite - Happy Friday! The S&P 500 has soared over 12% since the start of April, and 7% since the start of the Iran war, thanks to a +40% rebound in chip stocks. Half the rally has been accounted for by five companies — Alphabet, Nvidia, Amazon, Broadcom, and Apple.  At the same time, broader sectors like […]

Juggling Dynamite - The housing bubble and unaffordable pricing have thwarted the launch plans of new households over the past decade. The National Association of Realtors (NAR) reported the typical age of first-time buyers climbed to an all-time high of 40 years in 2025, down from around 28 years old in 1991. The share of first-time buyers dropped […]

Juggling Dynamite - History does rhyme. The OPEC oil embargo began in October 1973, when Arab members of OPEC announced an embargo against the United States, Canada, Japan, and Western European nations in retaliation for their support of Israel during the Yom Kippur War. The embargo lasted until March 1974, and its effects were long-reaching: Oil prices quadrupled […]

Juggling Dynamite - This discussion covers some impactful US and Canadian housing trends and assessments. This episode dives into the real state of the U.S. housing market, uncovering early warning signs that many buyers and investors are overlooking. From rising foreclosure risks and FHA loan pressure to affordability challenges and shifting inventory trends, we break down what the […]

Juggling Dynamite - The Canadian Real Estate Association (CREA) has downgraded its forecast for home sales in 2026, while the number of homes sold across the country in March fell 2.3% from a year earlier. See, CREA lowers home sales forecast for 2026 amid ‘shaky’ economic start to year. CREA now expects a total of 474,972 residential properties to […]

Juggling Dynamite - The proliferation of gambling is a way to tax the poor and ignorant, and has enabled taxes on the wealthy to continue to fall. These trends are unsustainable; the question is, how do they end? In this episode, Warren Buffett was asked will gambling companies have a great future? Here is a direct video link. While […]

Juggling Dynamite - Many lucid points are made in this discussion. This is an exclusive “Hedgeye Investing Summit” interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough. The discussion focuses on the current macroeconomic environment and the shifting dynamics in financial markets. Here is a direct video link. 

Juggling Dynamite - Jeremy Grantham is one of the greatest investors of all time and is famous for correctly identifying the four major stock market bubbles of his 60-year investment career. Looking at today’s environment, Grantham assesses the Iran War’s impact on oil prices, AI, meme stocks and the “Magnificent Seven”, drawing parallels with the 1970s, 1999, 2007 […]

Juggling Dynamite - The business panel joins to discuss the latest in U.S. and Israel’s war on Iran and more. Here is a direct video link.  

Juggling Dynamite - If only mere mortals were permitted to trade on advance information before it’s made public. Alas, that lucrative privilege is reserved for high-frequency traders and politicians. Throughout US President Donald Trump’s second term in office, traders have been betting millions of dollars just before he makes major announcements. The BBC has found a consistent pattern […]

Juggling Dynamite - Expectations for a resolution of blockages in the Strait of Hormuz have driven a risk-on rebound over the past 2 weeks. Since 1928, this is the first time the S&P has made new all-time highs within 11 days of falling 5-10% (Bespoke). Under the hood, breadth was extremely weak, with just 12 companies making new […]

Juggling Dynamite - As of January 2026, 3.1 million Canadian mortgages, or 52 percent of all outstanding, were due to renew by the end of 2027, according to the latest report from the Office of the Superintendent of Financial Institutions (OSFI). Of these renewals, 1.3 million are fixed-rate mortgages or variable-rate mortgages with fixed payments that will be […]

Juggling Dynamite - President Donald Trump announced the United States would apply its own blockade of the Strait of Hormuz in retaliation for Iran’s de facto shutdown, which is now stretching into its seventh week. But, as Andrew Chang explains, responding this way to Iran’s control of 20 per cent of the world’s energy supply could pose several […]

April 10th, 2026 | It’s The Economy…

Juggling Dynamite - US Consumer sentiment sank about 11% this month, extending a decline that began with the start of the Iran conflict, and is currently about 9% below a year ago. Demographic groups across age, income, and political party all posted setbacks in sentiment, as did every component of the index, reflecting the widespread nature of this […]

Juggling Dynamite - Markets are celebrating that the United States and Iran agreed to a two-week ceasefire amid ongoing negotiations.  So far, the parties seem worlds apart, especially on issues like Iran continuing its nuclear program. But we all hope for a sane and rapid end to the carnage. Fossil fuel prices are down sharply, and stocks are […]

Juggling Dynamite - For more than two decades, I have been warning individuals about the heightened risk and stress associated with high debt levels and financial bubbles. Unfortunately, many older people are financially uninformed and don’t set a good example for younger people. Worse, many parents and grandparents have encouraged and enabled young people to become heavily indebted. […]

April 2nd, 2026 | All Gas, No Brakes

Juggling Dynamite - For more than a decade, the hottest asset class on Wall Street was private credit and private equity funds, where assets held by the funds rarely changed hands and ‘estimated’ values were steadily marked higher by the managers. Now, an increasing number of investors are trying to exit but finding they can’t. Cliffwater is one […]
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