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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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