The Cruel Math Warns Of A Lost Decade Ahead For Investors | Danielle Park

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Dec 7, 2025

Danielle Park, president of Venable Park Investment Counsel and publisher of JugglingDynamite.com, shares her insights on a turbulent financial landscape. She warns of a potential lost decade for investors due to stretched market valuations and rising household leverage. Danielle highlights the disconnection between asset prices and the real economy, critiques the implications of prolonged zero rates, and emphasizes the social costs of rampant speculation. She also discusses the global impact of China's real estate struggles and offers practical investment guidance.

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INSIGHT

Disconnect Between Markets And Real Economy

Markets are disconnected from the real economy due to amplified debt and policy actions.
Danielle Park argues historical human behavior patterns still predict eventual reversion to fundamentals.

INSIGHT

Zero Rates Magnified Speculation

Zero interest rates and massive stimulus magnified speculative cycles and leverage.
Danielle warns those policies created a fragile system that risks larger corrections when reality returns.

INSIGHT

Mortgage Reset Risks Loom

Mortgage renewals and higher rates are still working through household balance sheets.
Danielle notes a large tranche of pandemic-era low-rate mortgages face painful resets in 2026.

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Well, 2025 draws to an end in just a few weeks.What should we expect, especially in terms of the markers, in 2026?To peer into the future, we have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealthiest families. She's also proprietor of the daily financial website JugglingDynamite.comDanielle warns that valuations are so stretched in the markets now that average annual returns are likely to be negative over the next 1, 3, 5 and 10-year periods -- risking a lost decade for investors.#marketcorrection #bearmarket #housingmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.