The Real Estate Investment Trust (REIT) has had a marvelous decade as property values just kept rising. It inspired large institutional investors (pension funds for e.g.) to get directly involved. …
Between trips to Costco to stock up on supplies, or while working from home you may want to consider doing something given the market meltdown rather than just sitting on…
One rule of thumb that works is ‘follow the smart money.’ Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities,…
Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows…
“The global demand for resources is beginning to improve, the Far East is growing again, and over the past years, commodity prices are heading in the right direction – as…
In my book it’s no accident that Chapter 1 is entitled Never Panic! What Crisis? Of course when writing the chapter I was referring to the financial crisis that enveloped…
Most people would agree with the following statement by celebrated behavioural psychologist Daniel Kahneman – from his best selling book describing new insights into how good and bad decisions are…
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…
China is almost grown up! When I wrote Resources Rock: How to Invest in and Profit From the Next Global Boom in Natural Resources in 2004 China wasn’t in the…
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…
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