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Danielle Park

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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:

Juggling Dynamite - Michael Green reveals the hidden economic dangers and the risks of passive investing in today’s market. In this episode, Andrew Brill welcomes back Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, for an insightful discussion on the current state of the economy. Discover why market indexes continue to hit new highs despite […]

Juggling Dynamite - David Rosenberg, founder and president of Rosenberg Research, talks with Financial Post’s Larysa Harapyn about how Canada is probably already in a recession. Here is a direct video link. 

May 24th, 2024 | We Pick Our Poison

Juggling Dynamite - It’s a worldview thing: bulls celebrate AI euphoria led by Nvidia (chart below courtesy of Bloomberg), driving record-high stock valuations amid overstated job and GDP growth that get revised lower in retrospect. Realists see all this and everything else within the historical context.   With assets priced for perfection, there’s no room for disappointment. The […]

Juggling Dynamite - Easy credit pushed up the price of existence for all by enabling unsustainable demand. Now we have the payback period. The video below from Doug Hoyes and Co is worth watching. I found playing it at 1.25x speed was more comfortable. Debt Free in 30 takes viewers on a journey through credit history, price inflation, […]

Juggling Dynamite - Danielle was a return guest on Thoughtful Money with Adam Taggart. You can watch a video clip of the segment here.

Juggling Dynamite - Buy now, pay later (BNPL) is much worse than layaway plans of yore. Layaway plans allowed people to make installments toward an item and pick it up on the last payment. BNPL allows people to take the item with the promise to pay for it in installments over time. Cash-strapped consumers have been using BNPL […]

Juggling Dynamite - An extremely important and enlightening discussion. The energy future is bright!! Worth listening. Here’s a direct audio link.  

Juggling Dynamite - Danielle was a return guest on Thoughtful Money with Adam Taggart. You can watch a video clip of the segment here.   If you haven’t seen the 2022 film Dumb Money, it’s worth a look. Here’s the trailer link. Evidently, the capital wipeout from 2021 through 2023 was not enough to kill the gambling fever, see Is the […]

Juggling Dynamite - Despite naysayers who continually miss forests for trees, energy technology is rapidly evolving globally and “S” curve adoption is proceeding apace. With a shrinking population and rising unemployment, China sees the imperative of improving efficiency and lowering operating costs through technology. To this end, the country is leading the world in the production of electric […] Radio - EV Battery Recycling already proving to be profitable

Juggling Dynamite - Governments worldwide are looking for ways to “ease the real estate crisis” now sweeping much of the developed world. The most popular ideas seek to prop up prices while enabling new buyers to obtain even more credit. After decades of epic malinvestment in real estate, China is at the forefront of the spreading property crisis. […]

Juggling Dynamite - More malinvestment in propping up asset prices and the status quo is the opposite of what’s needed. The focus has to be on investments and incentives that increase longer-term efficiency and net income (with full cost accounting for the waste and harm created by different business models and revenue streams). Andrew Grantham, senior economist at […]

Juggling Dynamite - The CBC News Network Weekend Business panel takes a look at the top stories of the week. Here is a direct video link. 

Juggling Dynamite - This week, the Swedish central bank followed Switzerland in becoming the second G10 nation to ease base rates in the banking system. Both cited weakening economic activity. The Bank of Canada is expected to follow suit this summer, with 45% of outstanding Canadian mortgages up for renewal this year and next. Most were taken out when […]

Juggling Dynamite - Danielle DB does a good job of summarizing the latest data, suggesting that a US recession is nigh and corporate revenues and employment are set for a drubbing. From the NYSE site, Caroline Woods and Danielle DiMartino Booth discuss the Fed’s continued fight against inflation, the spending power of U.S. Consumers and how A.I. could […]

Juggling Dynamite - The Nanos Pocketbook Index, a component of the broader Bloomberg Nanos Canadian Confidence Index and a measure of how Canadians perceive their personal finances and job security, fell to 50 last week, the same level as the pandemic low in April 2020. Fifty percent of respondents said that their finances had worsened in the past […]

Juggling Dynamite - In the fifteen years between 1907 and 1922, horses went from providing 95% of all private vehicle miles travelled on American roads to less than 20% (see chart below). But since cars travel a far greater distance per year than horse-drawn wagons for a fraction of the cost per mile, the fate of the horse […]

Juggling Dynamite - China’s economy is teetering on the brink of widespread deflation—a scenario that could cause even more problems than high inflation. We look at Japan’s “lost decade” to explain why China’s economy is struggling and what it means for the global economy. Here is a direct video link. 

Juggling Dynamite - A stream of big companies are guiding down their outlook this week with reference to distressed consumers pulling back. See: Long-predicted consumer pullback finally hits restaurants like Starbucks, KFC and McDonald’s: Starbucks announced a surprise drop in same-store sales for its latest quarter, sending its shares down 17% on Wednesday. Pizza Hut and KFC also reported shrinking […] Radio - Hints on how to “recession proof” yourself

April 30th, 2024 | The Great Unwind in Motion

Juggling Dynamite - Government transfers to households and businesses exploded to record highs during the pandemic, while central banks helped push interest rates to all-time lows. This enabled excess spending, inflated the price of goods, services, labour, and assets in most countries at once, and ballooned debt through all levels of the global economy. Then, central banks hiked […]

Juggling Dynamite - Hoisington’s First Quarter 2024 Review and Outlook is available here. Always a rich and enlightening economic lesson. For those who think the impacts of the 2022-23 monetary tightening cycle are over, this concise review is worth a look. U.S. dollar world liquidity (MWDL) dropped by a record 9% year over year in February as the U.S. Fed’s […]

Juggling Dynamite - I’ve frequently spoken and written about leverage-on-leverage contagion risks from the private equity and credit markets with feedback loops to real estate. Some of the articles are here. As interest rates slumped in the decade leading up to 2022, this space increasingly attracted yield-starved capital from institutions and individuals alike. Our capital management firm was inundated […]

Juggling Dynamite - Understanding the truth about plastic is key to finding solutions. Globally, only 9% of plastic is ever recycled, and even that tiny amount requires some virgin plastic to maintain quality. But scientists have discovered a new way to address this issue: “plastivores”, organisms that have evolved to eat plastic using enzymes in their bodies. Can […]

Juggling Dynamite - First quarter new condo sales in the Toronto region dropped to their lowest level since the 2009 financial crisis, with investors balking at lofty purchase prices and higher borrowing costs. See New condo sales in the Greater Toronto Area hit 15-year low: “It is dead. I would never use words like this, but I am because […]
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