Tag Archives: real

BONDS – Where we go from here! (And what about equities?)

But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading

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Stay in Equities? Would you drive off a cliff?

It’s time again to send up a warning flare. Markets haven’t really responded to warnings from Warren Buffet about bonds, and quotes like the following are becoming more abundant: “Stay invested in equities. The break to all-time new highs in … 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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Vancouver’s loss – an omen for Canada?

Vancouver’s loss to Boston for the coveted Stanley Cup may prove to be a turning point in the fortunes of Canada – our dollar and economy.  Coming out of the financial crisis less battered than many other countries, and enjoying … Continue reading

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Robust earnings, slower economic growth, FED benign…what to do?

  Biker signal for “Slow Down” “WASHINGTON, April 28 (Reuters) – U.S. economic growth likely braked sharply in the first quarter as higher food and gasoline prices crimped consumer spending, but the setback will probably be fleeting given a firming … Continue reading

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