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…
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