K.Danielle Park
@kdaniellepark.bsky.social
Financial Analyst, Portfolio Manager, President of Venable Park Investment Counsel Inc., attorney, author, speaker, blogger, http://jugglingdynamite.com
Electricity bills are rising in the US — and politicians are mostly blaming either renewable energy or data centers and AI. But do either of those really explain the problem? And is there any way to fix it? Business Insider … Continue reading →
The truth about electricity costs
Electricity bills are rising in the US — and politicians are mostly blaming either renewable energy or data centers and AI. But do either of those really explain the problem? And is there any way to fix it? Business Insider … Continue reading →
jugglingdynamite.com
December 29, 2025 at 10:15 AM
Electricity bills are rising in the US — and politicians are mostly blaming either renewable energy or data centers and AI. But do either of those really explain the problem? And is there any way to fix it? Business Insider … Continue reading →
Worthwhile discussion in this segment. Ted Oakley interviews Danielle DiMartino Booth, discussing outlooks for interest rates, markets, and the economy. Here is a direct video link.
DDB: 2026 outlook
Worthwhile discussion in this segment. Ted Oakley interviews Danielle DiMartino Booth, discussing outlooks for interest rates, markets, and the economy. Here is a direct video link.
jugglingdynamite.com
December 22, 2025 at 10:53 AM
Worthwhile discussion in this segment. Ted Oakley interviews Danielle DiMartino Booth, discussing outlooks for interest rates, markets, and the economy. Here is a direct video link.
Happy Friday!! Today, I am sharing a story from a reader, with their permission. It reminds us of the power in sharing honest, unbiased information, free of any sales pitch, especially in foundational areas like personal finance. I’ll add a … Continue reading →
Let’s talk money
Happy Friday!! Today, I am sharing a story from a reader, with their permission. It reminds us of the power in sharing honest, unbiased information, free of any sales pitch, especially in foundational areas like personal finance. I’ll add a … Continue reading →
jugglingdynamite.com
December 19, 2025 at 2:49 PM
Happy Friday!! Today, I am sharing a story from a reader, with their permission. It reminds us of the power in sharing honest, unbiased information, free of any sales pitch, especially in foundational areas like personal finance. I’ll add a … Continue reading →
Tax collection from the wealthiest individuals and corporations has fallen worldwide since World War 2, while government subsidies, bailouts and support programs favouring the wealthiest constituents have soared. The plunging US corporate income tax revenue as a portion of GDP … Continue reading →
The truth about tax rates
Tax collection from the wealthiest individuals and corporations has fallen worldwide since World War 2, while government subsidies, bailouts and support programs favouring the wealthiest constituents have soared. The plunging US corporate income tax revenue as a portion of GDP … Continue reading →
jugglingdynamite.com
December 18, 2025 at 10:54 AM
Tax collection from the wealthiest individuals and corporations has fallen worldwide since World War 2, while government subsidies, bailouts and support programs favouring the wealthiest constituents have soared. The plunging US corporate income tax revenue as a portion of GDP … Continue reading →
US job growth remained sluggish in November, and the unemployment rate rose to a four-year high of 4.6% (Bureau of Labor Statistics data out today), up 120 basis points (bps) from the April 2023 low of 3.4%. A 120-bps rise … Continue reading →
All in and more
US job growth remained sluggish in November, and the unemployment rate rose to a four-year high of 4.6% (Bureau of Labor Statistics data out today), up 120 basis points (bps) from the April 2023 low of 3.4%. A 120-bps rise … Continue reading →
jugglingdynamite.com
December 16, 2025 at 6:32 PM
US job growth remained sluggish in November, and the unemployment rate rose to a four-year high of 4.6% (Bureau of Labor Statistics data out today), up 120 basis points (bps) from the April 2023 low of 3.4%. A 120-bps rise … Continue reading →
The Bank for International Settlements (BIS), the central bank of central banks globally, warns in its December 2025 Quarterly Review that a rare, simultaneous bubble in the price of stocks and gold has increased financial risks and the prospect of … Continue reading →
BIS warns on rare, simultaneous bubble in stocks and gold
The Bank for International Settlements (BIS), the central bank of central banks globally, warns in its December 2025 Quarterly Review that a rare, simultaneous bubble in the price of stocks and gold has increased financial risks and the prospect of … Continue reading →
jugglingdynamite.com
December 15, 2025 at 4:30 PM
The Bank for International Settlements (BIS), the central bank of central banks globally, warns in its December 2025 Quarterly Review that a rare, simultaneous bubble in the price of stocks and gold has increased financial risks and the prospect of … Continue reading →
Lots of disturbing news this morning, fortunately, there are also positive developments. As endless video content and computing devour more and more power, renewable sources and battery storage to balance demand are an obvious evolution. Interestingly, people often cite payback … Continue reading →
Rethinking value add
Lots of disturbing news this morning, fortunately, there are also positive developments. As endless video content and computing devour more and more power, renewable sources and battery storage to balance demand are an obvious evolution. Interestingly, people often cite payback … Continue reading →
jugglingdynamite.com
December 15, 2025 at 2:47 PM
Lots of disturbing news this morning, fortunately, there are also positive developments. As endless video content and computing devour more and more power, renewable sources and battery storage to balance demand are an obvious evolution. Interestingly, people often cite payback … Continue reading →
Happy Friday from the snowy north. Another interesting week! The US Fed lowered its policy rate target 25 basis points (now 3.50 to 3.75%), and announced it would buy $40 billion of TBills monthly as part of a reserve and … Continue reading →
Financial conditions tighten into year end
Happy Friday from the snowy north. Another interesting week! The US Fed lowered its policy rate target 25 basis points (now 3.50 to 3.75%), and announced it would buy $40 billion of TBills monthly as part of a reserve and … Continue reading →
jugglingdynamite.com
December 12, 2025 at 3:04 PM
Happy Friday from the snowy north. Another interesting week! The US Fed lowered its policy rate target 25 basis points (now 3.50 to 3.75%), and announced it would buy $40 billion of TBills monthly as part of a reserve and … Continue reading →
About 36% (14.8m) of Canada’s (41m) population lives in three metro areas (StatsCan data): Toronto, Vancouver and Montreal. Unfortunately, these three cities have the dubious distinction of experiencing the most significant home price inflation in North America over the past … Continue reading →
High shelter prices cost a fortune
About 36% (14.8m) of Canada’s (41m) population lives in three metro areas (StatsCan data): Toronto, Vancouver and Montreal. Unfortunately, these three cities have the dubious distinction of experiencing the most significant home price inflation in North America over the past … Continue reading →
jugglingdynamite.com
December 10, 2025 at 2:22 PM
About 36% (14.8m) of Canada’s (41m) population lives in three metro areas (StatsCan data): Toronto, Vancouver and Montreal. Unfortunately, these three cities have the dubious distinction of experiencing the most significant home price inflation in North America over the past … Continue reading →
We have driven electric cars for 8 years now, and our real-life experience confirms that EVs are safer, cleaner and much cheaper to operate than conventional ICE autos. Yes, even in cold climates. Last year, we added solar and can … Continue reading →
Nothing more empowering than self-powering
We have driven electric cars for 8 years now, and our real-life experience confirms that EVs are safer, cleaner and much cheaper to operate than conventional ICE autos. Yes, even in cold climates. Last year, we added solar and can … Continue reading →
jugglingdynamite.com
December 9, 2025 at 11:00 AM
We have driven electric cars for 8 years now, and our real-life experience confirms that EVs are safer, cleaner and much cheaper to operate than conventional ICE autos. Yes, even in cold climates. Last year, we added solar and can … Continue reading →
Some unexpectedly strong employment estimates from Statistics Canada last Friday caused markets to reprice abruptly, with the expectation that the Bank of Canada is done easing and will hold its policy rate steady at 2.25% through 2026. The unexpected employment … Continue reading →
Is the Bank of Canada done easing?
Some unexpectedly strong employment estimates from Statistics Canada last Friday caused markets to reprice abruptly, with the expectation that the Bank of Canada is done easing and will hold its policy rate steady at 2.25% through 2026. The unexpected employment … Continue reading →
jugglingdynamite.com
December 8, 2025 at 7:42 PM
Some unexpectedly strong employment estimates from Statistics Canada last Friday caused markets to reprice abruptly, with the expectation that the Bank of Canada is done easing and will hold its policy rate steady at 2.25% through 2026. The unexpected employment … Continue reading →
Here is a direct video link.
Danielle on Thoughtful Money
Here is a direct video link.
jugglingdynamite.com
December 7, 2025 at 5:55 PM
Here is a direct video link.
From 1975 through the early 2000s, Canadian median home prices rose broadly in line with median inflation–adjusted household income. Where home prices outpaced income gains in the late 1970s and 1980s, the disconnect was short-lived, with prices correcting by more than 30%. … Continue reading →
Well-earned mean-reversion continues in real estate
From 1975 through the early 2000s, Canadian median home prices rose broadly in line with median inflation–adjusted household income. Where home prices outpaced income gains in the late 1970s and 1980s, the disconnect was short-lived, with prices correcting by more than 30%. … Continue reading →
jugglingdynamite.com
December 5, 2025 at 4:27 PM
From 1975 through the early 2000s, Canadian median home prices rose broadly in line with median inflation–adjusted household income. Where home prices outpaced income gains in the late 1970s and 1980s, the disconnect was short-lived, with prices correcting by more than 30%. … Continue reading →
Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to provide an outlook for the markets. Here is a direct video link.
AI metaverse moment?
Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to provide an outlook for the markets. Here is a direct video link.
jugglingdynamite.com
December 3, 2025 at 12:22 PM
Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to provide an outlook for the markets. Here is a direct video link.
At some point in every cycle, bullshit stops baffling brains, and blind faith is beaten into submission. Revelation is making some progress in a few areas; see “Investors See Big Losses From President’s Brand.” To wit: Shares of Trump Media & … Continue reading →
Trump bluster losing luster
At some point in every cycle, bullshit stops baffling brains, and blind faith is beaten into submission. Revelation is making some progress in a few areas; see “Investors See Big Losses From President’s Brand.” To wit: Shares of Trump Media & … Continue reading →
jugglingdynamite.com
December 2, 2025 at 10:38 AM
At some point in every cycle, bullshit stops baffling brains, and blind faith is beaten into submission. Revelation is making some progress in a few areas; see “Investors See Big Losses From President’s Brand.” To wit: Shares of Trump Media & … Continue reading →
Canada’s economy (GDP) grew at an annualized rate of 2.6% in the third quarter of 2025 after a 1.8% contraction in the second quarter (shown below, courtesy of The Globe and Mail).Consensus expectations were for a much smaller.50% Q3 increase … Continue reading →
Canada struggles with the legacy of ‘easy money’
Canada’s economy (GDP) grew at an annualized rate of 2.6% in the third quarter of 2025 after a 1.8% contraction in the second quarter (shown below, courtesy of The Globe and Mail).Consensus expectations were for a much smaller.50% Q3 increase … Continue reading →
jugglingdynamite.com
December 1, 2025 at 10:25 AM
Canada’s economy (GDP) grew at an annualized rate of 2.6% in the third quarter of 2025 after a 1.8% contraction in the second quarter (shown below, courtesy of The Globe and Mail).Consensus expectations were for a much smaller.50% Q3 increase … Continue reading →
Happy American Thanksgiving to our US readers. The segment below offers a worthwhile macro update. David Rosenberg, founder at Rosenberg Research, discusses the market outlook while awaiting the latest Fed decision. Here is a direct video link.
Will rate cuts continue in December?
Happy American Thanksgiving to our US readers. The segment below offers a worthwhile macro update. David Rosenberg, founder at Rosenberg Research, discusses the market outlook while awaiting the latest Fed decision. Here is a direct video link.
jugglingdynamite.com
November 27, 2025 at 3:52 PM
Happy American Thanksgiving to our US readers. The segment below offers a worthwhile macro update. David Rosenberg, founder at Rosenberg Research, discusses the market outlook while awaiting the latest Fed decision. Here is a direct video link.
Heat Pumps are the future of home heating. But until recently most companies have grossly over sized the Heat Pump systems they install for fear of leaving the client with a cold home. In the age of super-efficiency that level … Continue reading →
AI assisted heat pumps are a gamechanger
Heat Pumps are the future of home heating. But until recently most companies have grossly over sized the Heat Pump systems they install for fear of leaving the client with a cold home. In the age of super-efficiency that level … Continue reading →
jugglingdynamite.com
November 26, 2025 at 12:59 PM
Heat Pumps are the future of home heating. But until recently most companies have grossly over sized the Heat Pump systems they install for fear of leaving the client with a cold home. In the age of super-efficiency that level … Continue reading →
As investors pour billions into artificial intelligence, warnings of a looming AI bubble are intensifying. Andrew Chang explains what’s fuelling those fears and breaks down key factors that could contribute to a burst bubble. Here is a direct video link.
About That: If the AI bubble pops, will the economy go with It?
As investors pour billions into artificial intelligence, warnings of a looming AI bubble are intensifying. Andrew Chang explains what’s fuelling those fears and breaks down key factors that could contribute to a burst bubble. Here is a direct video link.
jugglingdynamite.com
November 25, 2025 at 7:46 PM
As investors pour billions into artificial intelligence, warnings of a looming AI bubble are intensifying. Andrew Chang explains what’s fuelling those fears and breaks down key factors that could contribute to a burst bubble. Here is a direct video link.
November marks the third anniversary of ChatGPT, OpenAI’s AI language model. Since the fall of 2022, competitor models have been released, including Claude (Anthropic), Gemini (Google), Copilot (Microsoft), Llama-based systems (Meta ecosystem)Mistral (Europe) and others. OpenAI and its partners…
Happy third birthday, AI mania
November marks the third anniversary of ChatGPT, OpenAI’s AI language model. Since the fall of 2022, competitor models have been released, including Claude (Anthropic), Gemini (Google), Copilot (Microsoft), Llama-based systems (Meta ecosystem)Mistral (Europe) and others. OpenAI and its partners have … Continue reading →
jugglingdynamite.com
November 24, 2025 at 4:05 PM
November marks the third anniversary of ChatGPT, OpenAI’s AI language model. Since the fall of 2022, competitor models have been released, including Claude (Anthropic), Gemini (Google), Copilot (Microsoft), Llama-based systems (Meta ecosystem)Mistral (Europe) and others. OpenAI and its partners…
Levered financial bets take people down faster than emails with Epstein. And yet, there are nearly no limits on what our current system allows. Rogues and thieves being able to buy government policies in favour of predators and rampant gambling … Continue reading →
Gambling culture doubles down on hardship
Levered financial bets take people down faster than emails with Epstein. And yet, there are nearly no limits on what our current system allows. Rogues and thieves being able to buy government policies in favour of predators and rampant gambling … Continue reading →
jugglingdynamite.com
November 20, 2025 at 10:25 AM
Levered financial bets take people down faster than emails with Epstein. And yet, there are nearly no limits on what our current system allows. Rogues and thieves being able to buy government policies in favour of predators and rampant gambling … Continue reading →
I recently wrote Private Credit Winter about the daisy chain of creative accounting and subterfuge in the private credit and private equity (PE) space, and how the tentacles spread through highly leveraged public markets and retirement accounts. The segments below … Continue reading →
How private equity has ramped up the risk in retirement accounts
I recently wrote Private Credit Winter about the daisy chain of creative accounting and subterfuge in the private credit and private equity (PE) space, and how the tentacles spread through highly leveraged public markets and retirement accounts. The segments below … Continue reading →
jugglingdynamite.com
November 19, 2025 at 2:52 PM
I recently wrote Private Credit Winter about the daisy chain of creative accounting and subterfuge in the private credit and private equity (PE) space, and how the tentacles spread through highly leveraged public markets and retirement accounts. The segments below … Continue reading →
AI’s Secret Impact on Your Power Bill. Electricity bills have been climbing across the US, but the AI boom is making it worse. A lot worse. New data centers are popping up everywhere to handle ChatGPT, Gemini, and countless other … Continue reading →
AI’s impact on your power bill
AI’s Secret Impact on Your Power Bill. Electricity bills have been climbing across the US, but the AI boom is making it worse. A lot worse. New data centers are popping up everywhere to handle ChatGPT, Gemini, and countless other … Continue reading →
jugglingdynamite.com
November 19, 2025 at 10:26 AM
AI’s Secret Impact on Your Power Bill. Electricity bills have been climbing across the US, but the AI boom is making it worse. A lot worse. New data centers are popping up everywhere to handle ChatGPT, Gemini, and countless other … Continue reading →
Boots (tires) on the ground… The freight industry has long been thought of the circulatory system of the economy. It’s how the things bought & sold through commerce get from point A to point B in the real world. Historically, … Continue reading →
TM: Freight data screaming recession
Boots (tires) on the ground… The freight industry has long been thought of the circulatory system of the economy. It’s how the things bought & sold through commerce get from point A to point B in the real world. Historically, … Continue reading →
jugglingdynamite.com
November 18, 2025 at 5:51 PM
Boots (tires) on the ground… The freight industry has long been thought of the circulatory system of the economy. It’s how the things bought & sold through commerce get from point A to point B in the real world. Historically, … Continue reading →
Four decades of policies that boosted spending and steadily reduced tax rates by papering over deficits with asset bubbles are moving toward inevitable restructuring. Investment horizons and risk tolerance steadily shrink with age. But thanks to another spate of irrational … Continue reading →
Can the world afford to retire?
Four decades of policies that boosted spending and steadily reduced tax rates by papering over deficits with asset bubbles are moving toward inevitable restructuring. Investment horizons and risk tolerance steadily shrink with age. But thanks to another spate of irrational … Continue reading →
jugglingdynamite.com
November 17, 2025 at 10:26 AM
Four decades of policies that boosted spending and steadily reduced tax rates by papering over deficits with asset bubbles are moving toward inevitable restructuring. Investment horizons and risk tolerance steadily shrink with age. But thanks to another spate of irrational … Continue reading →