Tag Archives: Asia

Spread for RISK narrowed; as predicted!

You might recall that in December I posted the adjacent chart, recommending that the spread between equity yields and treasuries was “NUTS” and a narrowing of the spread between more risk and less risk would favour stocks.  It remains in … Continue reading

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A case for $120 WTI oil – and sharply higher stock prices.

Back in July I was surprised to notice that oil prices continued to remain firm during the odd 2011 summer months (an anomaly caused by strife in the Middle East) when ordinarily we experience softness in energy prices that time … Continue reading

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Why invest in resources if China is slowing?

Commodity prices lead economic data – they plummeted in anticipation of the current doldrums, and are now rising ahead of a global recovery. On October 24th, 2011 I posted the following: “Look for commodity stocks to continue to bounce in … Continue reading

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Encana: it’s a gas! Good Management 101

Encana has been under fire from the investment community for some time now. In the past I’ve been critical of the pressure public companies have to suffer nowadays (see past posts on short selling, a short term obsession with ‘growth‘ … Continue reading

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Inflation, Gold & Scotland

I am at the CFA Conference in beautiful Edinburg, Scotland. A survey of the large body (1200 delegates from all over the world) asking what is your biggest worry – got “inflation” as the overwhelming response. I consider (based on … Continue reading

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