Tag Archives: italy

Stocks & Bonds…the next 100 years.

Trying to determine investment strategy hinges on a seemingly impossible exercize.  Namely, predicting what the world will be like.  The most important metrics are interest rates and real rates of return for the more critical asset class alternatives.  Despite our … Continue reading

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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

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Is the market on thin ice?

This morning I read this in a note from a trader friend of mine: “Activity still too mixed to suggest we’re going higher – like walking on ice – you don’t know when it will crack so I would prefer … Continue reading

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Europe short-selling ban? Ban all of it everywhere!

From Financial Times: Friday 21.30 BST. “Global stocks are rallying as a partial short-selling ban helps European banks rebound – reducing financial system contagion fears – but lingering concerns about global growth and wariness over recent intense volatility are keeping … Continue reading

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Financial system leakage, Bill Gross & Chevy Chase.

The best quote I’ve seen to explain what the financial system is suffering went like this: …”nobody knows how much monetary easing is too much.  The shrinkage (makes me think of a Seinfeld episode…giggle) in global liquidity as a result … Continue reading

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