Having (with partners) founded and managed a mutual fund company, I can share some insights when it comes to timing markets. Some say it’s impossible, but the data (and experience)…
Having founded and managed a mutual fund company, I can see the writing on the wall. A wave of ETF selling has taken place (and will likely continue) because it’s…
Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows…
The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be…
Are these folks shopping for US Treasuries? Thirty years ago, when I got my first job as an investment analyst (Canadian Pacific Pension Fund) the bond managers were a sad…
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
