Tag Archives: Japan

China will be the next big surprise!

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading

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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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Global Markets, Commodities? – Disaster of Biblical Proportions?

There’s no shortage of examples in recent months (last few years actually) that everything ‘financial’ has gone topsy turvy. The flurry of gold companies introducing dividends is a case in point. After all, interest rates in North America are so … 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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Commodity Conundrum – gold, copper, nickel…

Although gold is a metal, its price has very little to do with cycles in the global economy and more to do with psychology and a myriad of other variables – and which are important at a given time is … Continue reading

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MARKET CORRECTION — The day after you buy stocks!

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 (for reasons covered at length in my new book); I … Continue reading

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Bond rally or feint? Bullish stocks again!

What’s changed between now and a year ago?  There’s no shortage of people that think nothing much has changed.  Greece and Portugal are still up the creek, and if anything they owe more money than before so things are worse.  This … Continue reading

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Time to Buy? Stocks, Commodities & Television.

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 or other cash equivalent.  Isn’t this exactly what I’ve said?  … Continue reading

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Global meltdown or “a pause for the cause?”

The good news, is that I continue to see regular (less frequent that 2 years ago for sure) predictions that the financial world is about to go into a meltdown along with Japanese nuclear reactors.  Good news because if everyone were seeing the … Continue reading

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Gold versus wood – putting passion before wisdom; not for the ‘maverick’ investor.

From Bloomberg yesterday: “Commodities across the board are rallying, aggravating the inflation outlook,” said Chae Un Soo, a Seoul-based trader at KEB Futures Co. “For now, more and more investors are looking to precious metals as a shelter.” Or the … Continue reading

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