Tag Archives: emerging

Who could have predicted these oil prices? I’ll tell you.

The following prescient quote is from February 2014: The economies of China and India have slowed, and the U.S. is trending towards energy self-sufficiency thanks to production growth nobody envisioned back then.  The question today is why oil prices haven’t … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments

Why Europe needs America!

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 cycles tend to follow a pattern out of slumps: US … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Bad funds today, stars tomorrow!

Over decades, I’ve been quoted in newspapers and television (and have also made dozens of presentations to various professional groups) suggesting that bad funds (defined as those with miserable track records at present, or dogs) offer the best potential for … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments

Are Mutual Funds Dead? Or Making a Comeback?

In the spirit of ‘do-the-opposite’ I’m thinking the worst may be over for the estranged ‘mutual funds’ that invest in U.S. stocks. My first indicator, is that finally cash is exiting money market funds. I disagree with this headline though: from … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Bullish the U.S. $ like never before!

A maverick investor loves headlines like this one: “Mighty Greenback losing it’s lustre.” What lustre?  The greenback has been in the doghouse for years now.  As a Canadian, I’ve been grateful – I bought my latest Harley-Davidson while the loonie … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Predicting oil price is a crude business!

As a Harley-Davidson enthusiast, I am very sensitive to ridiculous gas prices at the pump.  Fortunately it’s winter up here in Canada so the bikes are hibernating and not guzzling fuel, but in a few weeks I expect to share … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , | 1 Comment