I have been warning about bonds now for over 6 months. Finally the press is catching on, ensuring that a normal development over the course of a business cycle (whether…
Studies examining former market calls (like checking the rear view mirror) of experts suggest that the ability of ‘gurus’ to predict markets is less than 50%. Slightly worse than flipping a coin. …
I have friends who take great pleasure in discussing the latest wine releases, and some who have built temperature and humidity-controlled rooms in their homes to store hundreds of bottles…
For the cynics (the ‘wait-and-see’ crowd) this table should be an eye-opener. Just to recap: On Sept 29th I posted Asset Allocation points to RALLY! On November 17th I recommended…
Being in a country like Canada, and being in the investment management business a very long time helps one have a broader perspective. In my experience (thirty years) global economic…
Employment in financial services – four years ago rich and bloated, are shrinking as quickly as George Costanza (of Seinfeld) coming out of the pool. Los Angeles Times, Sept. 10,…
FORECAST – Sunny with Chance of Showers I was asked to speak at the Alternative Investment Conference in Calgary over the weekend. As you know, I don’t believe in predictions…
I was inspired this morning watching a business television interview. A fund manager was suggesting that it’s probably a good idea to sell stocks and sit on some Treasury Bills…
I’d like to add some context to my previous commentary. I’ve stated before that I believe we are in a revitalized global boom, the progress of which was seriously damaged…
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