K.Danielle Park
@kdaniellepark.bsky.social
Financial Analyst, Portfolio Manager, President of Venable Park Investment Counsel Inc., attorney, author, speaker, blogger, http://jugglingdynamite.com
We should all work and hope for new trade relationships, new business lines and lots of innovation to bring seen and unforeseen solutions. But in the here and now, Canada is in a complacency-earned rough patch. Eyes wide open. Canada’s … Continue reading →
Canada’s economy is ‘on life support’
We should all work and hope for new trade relationships, new business lines and lots of innovation to bring seen and unforeseen solutions. But in the here and now, Canada is in a complacency-earned rough patch. Eyes wide open. Canada’s … Continue reading →
jugglingdynamite.com
February 4, 2026 at 4:42 PM
We should all work and hope for new trade relationships, new business lines and lots of innovation to bring seen and unforeseen solutions. But in the here and now, Canada is in a complacency-earned rough patch. Eyes wide open. Canada’s … Continue reading →
Home price deflation is underway in many high-population centers in Canada and America, see Housing Market Is Shifting Back Toward an Advantage for Buyers on the front page of yesterday’s Wall Street Journal: “The proliferation of discounts and incentives offers … Continue reading →
Home prices are round-tripping
Home price deflation is underway in many high-population centers in Canada and America, see Housing Market Is Shifting Back Toward an Advantage for Buyers on the front page of yesterday’s Wall Street Journal: “The proliferation of discounts and incentives offers … Continue reading →
jugglingdynamite.com
February 3, 2026 at 5:13 PM
Home price deflation is underway in many high-population centers in Canada and America, see Housing Market Is Shifting Back Toward an Advantage for Buyers on the front page of yesterday’s Wall Street Journal: “The proliferation of discounts and incentives offers … Continue reading →
Mind the hype, always… Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become … Continue reading →
Data center demand doesn’t add up
Mind the hype, always… Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become … Continue reading →
jugglingdynamite.com
February 2, 2026 at 1:48 PM
Mind the hype, always… Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become … Continue reading →
The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be progress until suddenly the bill comes due. Has … Continue reading →
Mindless doesn’t end well
The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be progress until suddenly the bill comes due. Has … Continue reading →
jugglingdynamite.com
January 30, 2026 at 11:28 AM
The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be progress until suddenly the bill comes due. Has … Continue reading →
Housing mean reversion is hurting jobs and economic activity. A building industry association says 100-thousand jobs in construction and related sectors are at risk. As Alan Carter reports, the housing downturn could erase $20 billion for Ontario’s economy. Here is … Continue reading →
Frozen housing markets hurting jobs and economic activity
Housing mean reversion is hurting jobs and economic activity. A building industry association says 100-thousand jobs in construction and related sectors are at risk. As Alan Carter reports, the housing downturn could erase $20 billion for Ontario’s economy. Here is … Continue reading →
jugglingdynamite.com
January 29, 2026 at 10:07 AM
Housing mean reversion is hurting jobs and economic activity. A building industry association says 100-thousand jobs in construction and related sectors are at risk. As Alan Carter reports, the housing downturn could erase $20 billion for Ontario’s economy. Here is … Continue reading →
Cue the nervous laughter when watching the segment below. Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we … Continue reading →
Humanity, AI and financial markets
Cue the nervous laughter when watching the segment below. Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we … Continue reading →
jugglingdynamite.com
January 28, 2026 at 10:38 AM
Cue the nervous laughter when watching the segment below. Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we … Continue reading →
Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity in financial products often cloak elevated risk and even … Continue reading →
Why Private Credit Wants You to Buy In
Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity in financial products often cloak elevated risk and even … Continue reading →
jugglingdynamite.com
January 27, 2026 at 10:25 AM
Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity in financial products often cloak elevated risk and even … Continue reading →
Empirical research suggests that expanded gambling access—particularly low-friction, online sports betting—has been associated with measurable increases in consumer financial distress, including higher bankruptcy filings in U.S. states following legalization. The evidence is strongest where…
The compounding costs of sanctioned gambling
Empirical research suggests that expanded gambling access—particularly low-friction, online sports betting—has been associated with measurable increases in consumer financial distress, including higher bankruptcy filings in U.S. states following legalization. The evidence is strongest where gambling becomes more accessible and continuous, … Continue reading →
jugglingdynamite.com
January 26, 2026 at 10:09 AM
Empirical research suggests that expanded gambling access—particularly low-friction, online sports betting—has been associated with measurable increases in consumer financial distress, including higher bankruptcy filings in U.S. states following legalization. The evidence is strongest where…
Far-reaching, worthwhile discussion in this segment. On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of…
Grantham reflects on six decades of investing
Far-reaching, worthwhile discussion in this segment. On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth … Continue reading →
jugglingdynamite.com
January 23, 2026 at 5:11 PM
Far-reaching, worthwhile discussion in this segment. On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of…
Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and participants are the most long of all time. … Continue reading →
Investor emotional cycle is alive and well
Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and participants are the most long of all time. … Continue reading →
jugglingdynamite.com
January 22, 2026 at 12:40 PM
Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and participants are the most long of all time. … Continue reading →
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the … Continue reading →
Grantham Sees an AI Bubble — and a Familiar Ending
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the … Continue reading →
jugglingdynamite.com
January 20, 2026 at 10:49 AM
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the … Continue reading →
Extremely interesting historical perspective in this discussion; worth a listen. David McWilliams (The History of Money: A Story of Humanity) is a journalist, writer, and economist. David joins the Armchair Expert to discuss having an unusually calm Irish family upbringing, … Continue reading →
The History of Money
Extremely interesting historical perspective in this discussion; worth a listen. David McWilliams (The History of Money: A Story of Humanity) is a journalist, writer, and economist. David joins the Armchair Expert to discuss having an unusually calm Irish family upbringing, … Continue reading →
jugglingdynamite.com
January 19, 2026 at 11:01 AM
Extremely interesting historical perspective in this discussion; worth a listen. David McWilliams (The History of Money: A Story of Humanity) is a journalist, writer, and economist. David joins the Armchair Expert to discuss having an unusually calm Irish family upbringing, … Continue reading →
Trading-driven investment bank profits are thriving even as consumer sentiment and labour markets remain weak. See Capital markets, wealth drive earnings for Canada’s big banks: Canada’s big banks exceeded expectations for the 2025 fiscal year as capital markets and wealth … Continue reading →
The house is raking it in
Trading-driven investment bank profits are thriving even as consumer sentiment and labour markets remain weak. See Capital markets, wealth drive earnings for Canada’s big banks: Canada’s big banks exceeded expectations for the 2025 fiscal year as capital markets and wealth … Continue reading →
jugglingdynamite.com
January 16, 2026 at 2:33 PM
Trading-driven investment bank profits are thriving even as consumer sentiment and labour markets remain weak. See Capital markets, wealth drive earnings for Canada’s big banks: Canada’s big banks exceeded expectations for the 2025 fiscal year as capital markets and wealth … Continue reading →
The Greater Toronto Area’s (GTA’s) 62,400 residential real estate transactions during 2025 were the lowest since 2000 and 51% less than in 2021. In the Greater Vancouver Area (GVA), the 23,800 residential transactions were the fewest since at least 2005. … Continue reading →
Frozen real estate markets weigh on sellers and investors
The Greater Toronto Area’s (GTA’s) 62,400 residential real estate transactions during 2025 were the lowest since 2000 and 51% less than in 2021. In the Greater Vancouver Area (GVA), the 23,800 residential transactions were the fewest since at least 2005. … Continue reading →
jugglingdynamite.com
January 14, 2026 at 10:56 AM
The Greater Toronto Area’s (GTA’s) 62,400 residential real estate transactions during 2025 were the lowest since 2000 and 51% less than in 2021. In the Greater Vancouver Area (GVA), the 23,800 residential transactions were the fewest since at least 2005. … Continue reading →
Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries like sodium-ion have come into the mainstream, batteries have started to replace … Continue reading →
How technology is changing resource utilization
Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries like sodium-ion have come into the mainstream, batteries have started to replace … Continue reading →
jugglingdynamite.com
January 13, 2026 at 10:55 AM
Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries like sodium-ion have come into the mainstream, batteries have started to replace … Continue reading →
Happy Monday! Heading into the traditionally challenging second year of the US presidential cycle, global news flow continues to erode consumer and business confidence. In response, the Trump administration is intensifying efforts to boost popular support through handouts and distractions. ……
Madness and mayhem continues in January
Happy Monday! Heading into the traditionally challenging second year of the US presidential cycle, global news flow continues to erode consumer and business confidence. In response, the Trump administration is intensifying efforts to boost popular support through handouts and distractions. … Continue reading →
jugglingdynamite.com
January 12, 2026 at 1:46 PM
Happy Monday! Heading into the traditionally challenging second year of the US presidential cycle, global news flow continues to erode consumer and business confidence. In response, the Trump administration is intensifying efforts to boost popular support through handouts and distractions. ……
Next month will mark the fourth anniversary of the late, great top of the February 2022 housing bubble in Ontario, Canada. Historically, real estate bear markets have taken 4 to 6 years to bottom. Data suggests that we aren’t there … Continue reading →
GTA housing meltdown continues
Next month will mark the fourth anniversary of the late, great top of the February 2022 housing bubble in Ontario, Canada. Historically, real estate bear markets have taken 4 to 6 years to bottom. Data suggests that we aren’t there … Continue reading →
jugglingdynamite.com
January 8, 2026 at 10:39 AM
Next month will mark the fourth anniversary of the late, great top of the February 2022 housing bubble in Ontario, Canada. Historically, real estate bear markets have taken 4 to 6 years to bottom. Data suggests that we aren’t there … Continue reading →
There are many thought-worthy macro insights in this discussion. My sharing does not suggest my endorsement of the new ETF being promoted Today’s guest has long predicted that widespread systemic change would occur during the 20-teens and 20-20s — as … Continue reading →
TM: The 4th Turning’s Market Dangers
There are many thought-worthy macro insights in this discussion. My sharing does not suggest my endorsement of the new ETF being promoted Today’s guest has long predicted that widespread systemic change would occur during the 20-teens and 20-20s — as … Continue reading →
jugglingdynamite.com
January 7, 2026 at 3:39 PM
There are many thought-worthy macro insights in this discussion. My sharing does not suggest my endorsement of the new ETF being promoted Today’s guest has long predicted that widespread systemic change would occur during the 20-teens and 20-20s — as … Continue reading →
After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, no mainstream economist is calling for a recession in 2026, … Continue reading →
Jubilant hopes for 2026
After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, no mainstream economist is calling for a recession in 2026, … Continue reading →
jugglingdynamite.com
January 6, 2026 at 12:29 PM
After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, no mainstream economist is calling for a recession in 2026, … Continue reading →
New year, same problems; these segments offer some insight. This week on Move Smartly, I’m joined by Doug Hoyes, Licensed Insolvency Trustee and co-founder of Hoyes, Michalos & Associates, one of the most experienced consumer debt relief firms in Canada. … Continue reading →
Real estate weakness likely to persist in 2026
New year, same problems; these segments offer some insight. This week on Move Smartly, I’m joined by Doug Hoyes, Licensed Insolvency Trustee and co-founder of Hoyes, Michalos & Associates, one of the most experienced consumer debt relief firms in Canada. … Continue reading →
jugglingdynamite.com
January 5, 2026 at 11:51 AM
New year, same problems; these segments offer some insight. This week on Move Smartly, I’m joined by Doug Hoyes, Licensed Insolvency Trustee and co-founder of Hoyes, Michalos & Associates, one of the most experienced consumer debt relief firms in Canada. … Continue reading →
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 →