Tag Archives: spooner

Fund flows drive markets, and they suggest many months of misery.

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) suggest otherwise. For instance, just before the COVID-19 mayhem which … Continue reading

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How long before this bear market hibernates again?

Most of what I read suggests we’re experiencing a Bear Market rally, and that it will be short-lived.  A very respected strategist friend of mind put it this way: It remains our view that stock markets will return to test … Continue reading

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Avoid natural gas companies despite bounce in energy sector.

Oil has had a spectacular rebound as news that OPEC+ might be willing to come to some sort of agreement (with Trump’s help?) The price of WTI popped from the $20 level.  I did share that on March 20 I … Continue reading

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Optimism markets will rebound fast is just wrong!

Apparently Goldman strategists expect profits for companies in the S&P 500 will decline 33% this year, and rebound 55% next year.  It implies a V-shaped recovery.  Let’s forget that 2021 is a long way off and that their guess is … Continue reading

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Nutrien: A Diversified And Strong Leader In The Fertilizer Industry

Summary: Nutrien (NTR) is a diversified global supplier of fertilizer. An amalgam of two major companies – Potash Corp. of Saskatchewan and Agrium – the company will provide more stable earnings than its peers and the decline in valuations caused … Continue reading

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Dear Government: The banks won’t help you! Witness rising mortgage rates.

It seems the U.S. and Canadian governments are counting on the banking industry to help them distribute aid to those most hurt by the coronavirus lock-down.  DON’T! Despite the central banks lowering interest rates to historically low levels, the mortgage … Continue reading

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Bear Market Over? Or “It’s a Trap!”

If you think a few good days in the stock market signals the end of the big bad BEAR, then watch this video. I’ve suggested in prior articles that there’s the potential for much more downside, especially as data (months, … Continue reading

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Nuclear is best solution to lower carbon emissions – and Cameco is dirt cheap!

I was inspired to have a look at Cameco, one of the world’s largest miners of uranium, when I saw this news from the Energy Information Administration (EIA): Nuclear power plants play an important role in U.S. electricity generation, consistently … Continue reading

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Cannabis stocks getting high!

Seems there’s been a run on marijuana as folks stuck at home look for some relief: Shares in most of the big cannabis companies are up sharply this week following reports of a spike in demand as consumers attempt to … Continue reading

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Time again for tech stocks? Yes!

On February 28th, I posted an article entitled “Technology Stocks – when to get in again!”  I looked at a Canadian focused ETF and a U.S. one to determine the potential downside – or rather what prices I’d consider good … Continue reading

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