Our Feature Stories

The Power Of Introverts: A Manifesto For Quiet Brilliance, and other Stories by AdvisorAnalyst
27 Jan 2012 at 10:41am
Here are this week’s curated reading diversions for your personal reading enjoyment. Have an awesome weekend! What Your Looks Say About Your Health Is your furrowed brow and grooved mouth ratting out your bones? Surprising new research reveals an ...

India’s Year of Living Stagnantly by Jaswant Singh, former Indian Finance Minister
27 Jan 2012 at 10:29am
by Jaswant Singh, former Indian Finance Minister, via Project Syndicate 2012-01-25 NEW DELHI – Will 2012 prove to be a year of renewal for India, or another annus horribilis? No country progresses unerringly, but India cannot afford another politi...

YTD 2012 Country Stock Market Performance by Bespoke Investment Group
27 Jan 2012 at 10:25am
Below is a table highlighting the year to date stock market returns for 78 countries around the world.  Of the 78 countries shown, 59 (75%) are in the black for the year, while 19 are in the red.  Twelve countries have posted double digit gains al...

Back to the Gold Standard — and the Great Depression (Video) by Russ Koesterich, iShares
27 Jan 2012 at 10:22am
One of the central tenants of Ron Paul’s presidential campaign is a return to the gold standard. In this video, Russ Koesterich, iShares Global Chief Investment Strategist, explains what it would mean for the US and global economies if Ron Paul’s ...

What the Bond Market Knows That You Don’t by Matt Tucker, iShares
27 Jan 2012 at 10:19am
by Matt Tucker, iShares A picture is worth a thousand words: Equity Performance vs. Bond Yields Source: Bloomberg (1/13/11-1/16/12) On the back of improving US economic data, equities have rallied off of autumn lows, and yet US Treasury yields hav...

Journey to the Center of the (Fed’s) Mind (Sonders) by Liz Ann Sonders, Charles Schwab
27 Jan 2012 at 10:17am
Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. January 25, 2012 Key Points The Federal Reserve opted to keep short-term interest rates on the floor and extended the period of time during which rates ...

Gold Reacts as Quantitative Easing Becomes Fait Accompli by Mark Hanna, Market Montage
27 Jan 2012 at 10:15am
I had proposed at the beginning of QE2, we are now in a QEn environment.  My working assumption is when QE2 ended last spring we’d have about a 6-8 month window before the desperate Federal Reserve began QE3.  I was thrown a curveball with Operati...

The New York Times Continues to Hammer at Apple (AAPL) by Mark Hanna, Market Montage
27 Jan 2012 at 10:14am
Yet another eye opener via the New York Times utilizing Apple (AAPL) as an example in describing the Chinese supply chain, especially via Foxconn.  Foxconn if you recall suffered from a spate of suicides about 12-24 months ago, and was prominent i...

Q4 GDP Misses Estimates, Inventory Stockpiling Accounts For 1.9% Of 2.8% Q4 U... by ZeroHedge.com
27 Jan 2012 at 10:13am
The US economy grew at a 2.8% annualized pace in the supposedly blistering fourth quarter, yet the number was a disappointment not only in that it missed estimates of 3.0% (and far higher whisper numbers) but when one looks at the components, wher...

George Soros: New Year, Same Crisis by George Soros, Soros Fund Management
27 Jan 2012 at 10:12am
New Year, Same Crisis by George Soros, Soros Fund Management, via Project Syndicate DAVOS – The measures introduced by the European Central Bank last December, especially the Long Term Refinancing Operation (LTRO), have relieved the liquidity prob...

  

 

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Globe&Mail Columnists

Market Blog

The close: Dow stumbles, TSX flat after earnings and weak U.S. economic growth by DAVID BERMAN
27 Jan 2012 at 4:34pm
But gold moves ahead, for third straight gain

The Facebook effect by DAVID BERMAN
27 Jan 2012 at 3:30pm
What impact will Facebook IPO have on other social media stocks?

Four reasons multiples should rise by DAVID BERMAN
27 Jan 2012 at 1:56pm
Share prices haven't been tracking earnings gains. Here's why the gap should narrow

What does Watsa see in RIM? by DAVID BERMAN
27 Jan 2012 at 12:24pm
A cheap stock isn't enough

At noon: TSX barely positive after U.S. data disappoints by Malcolm Morrison
27 Jan 2012 at 12:15pm
But RIM seeing decent gains after Fairfax doubles stake

At the open: Dow, TSX retreat on disappointing earnings by DAVID BERMAN
27 Jan 2012 at 9:51am
U.S. GDP data disappoints

Premarket: Dow futures up slightly as Europe fizzles by DAVID BERMAN
27 Jan 2012 at 8:38am
Key U.S. economic data expected this morning

The close: Dow, TSX end lower, surrendering earlier gains by DAVID BERMAN
26 Jan 2012 at 4:39pm
But gold continues its winning streak

Gold gets giddy by DAVID BERMAN
26 Jan 2012 at 4:04pm
Gold's ascent continues, even as stocks stumble

Apple is having a BIG impact on earnings season by DAVID BERMAN
26 Jan 2012 at 1:24pm
Overall earnings growth balloons with Apple's $13-billion quarterly haul

Globe&Mail Columnists

Jeff Rubin's Smaller World

Chilly reception awaits U.S. energy companies in Canada by Jeff Rubin
25 Jan 2012 at 6:15am
In the wake of the Obama kibosh on pipeline project, the goal posts have moved

What do triple-digit oil prices mean for growth? by Jeff Rubin
4 Jan 2012 at 5:17am
No matter how many rabbits the oil industry can pull out of its hat, supply just can’t seem to keep pace

No way to hold euro zone together by Jeff Rubin
8 Dec 2011 at 10:03am
Stakes get ever higher as endgame approaches for European debt crisis

U.S. Treasuries no sanctuary from Europe’s debt problems by Jeff Rubin
24 Nov 2011 at 5:14am
The U.S. federal debt-to-GDP ratio has almost doubled to 74 per cent over the past couple of years

Oil price spread costing Canadian producers big bucks by JEFF RUBIN
10 Nov 2011 at 5:33am
The difference between WTI and Brent crude is costing about $1-billion in lost petro dollars

Will an oil-driven misery index defeat a U.S. president? by JEFF RUBIN
26 Oct 2011 at 5:26am
History suggests the economy’s performance is ultimately what the U.S. electorate cares about the most

Peak oil is about price, not supply 19 Oct 2011 at 5:16am
The concept now seems rooted more in economics than geology

Another bailout for the banks? by Jeff Rubin
7 Oct 2011 at 5:28am
Only three years later, the global financial system seems once again to be teetering on the brink

Governments powerless to prevent another recession by JEFF RUBIN
28 Sep 2011 at 5:21am
Why confidence in promises of extraordinary efforts to promote economic growth is misguided

Is gold a haven from a Greek default? 21 Sep 2011 at 5:15am
Bullion once again becomes the de facto global currency and the safest sanctuary from the risk of sovereign debt defaults

Globe&Mail Columnists

Investment Ideas - Rob Carrick

3 top stock picks from Macquarie's Stan Wong 27 Jan 2012 at 12:33pm
The portfolio manager believes cyclical stocks will regain leadership over defensive names

ARM's dominance in handhelds faces challenge by SIMON AVERY
26 Jan 2012 at 7:40pm
Shareholders take a shine to British company’s quiet dominance in mobile devices, but battle looms with industry giant Intel

Canadian insurers’ shares fall after UBS downgrade 26 Jan 2012 at 4:01pm
Manulife, Sun Life both down 5% as Fed’s pledge to keep interest rates low prompts analyst action

3 top stock picks from GlobeInvest's Peter Brieger 26 Jan 2012 at 3:44pm
The CEO has a highly favourable view on gold

3 top stock picks from Sprott's Eric Nuttall 25 Jan 2012 at 5:13pm
Expects natural gas to plunge much further in next few months

Mr. Dow at 40,000 now forecasts a crash. Ask him why by Darcy Keith
25 Jan 2012 at 3:26pm
Ultra bear Harry Dent Jr. takes on BMO head of investments Serge G. Pépin

Kinross Gold vulnerable to takeover bid: analysts 25 Jan 2012 at 1:08pm
Miner a target after rising costs, project delays depress market value

Apple suppliers share in boffo earnings feast by Tarmo Virki
25 Jan 2012 at 9:28am
Chip and parts makers ARM, Imagination, Dialog rise around 4 per cent

Looking for Canada's best of breed by IAN MCGUGAN
24 Jan 2012 at 7:20pm
CPMS strategy ranks stocks on both growth and value criteria in comparison with each stock’s industry group

Short sellers target Canadian life insurers by MARTIN MITTELSTAEDT
24 Jan 2012 at 7:20pm
Nation’s big three insurance companies are some of the most heavily shorted stocks in the world, as investors hope decline in interest rates continue

 

Globe&Mail Columnists

Streetwise - Andrew Willis

Where are the Canadian IPOs? by TIM KILADZE
27 Jan 2012 at 1:48pm
Can confidence really be that shaky?

Bankers give back to b-school students by TIM KILADZE
27 Jan 2012 at 10:50am
Big UBC conference is well-attended by Bay Street veterans

3Macs head departs for Jones, Gable by BOYD ERMAN
27 Jan 2012 at 8:42am
Daniel Thompson leaves asset manager after 2.5 year stint

Davies apologizes for ‘Slavies’ ads by JEFF GRAY
27 Jan 2012 at 7:30am
Campaign sparks campus debate at U of T, Osgoode

In London, beleaguered bankers are staying put by BOYD ERMAN
26 Jan 2012 at 4:50pm
With jobs scarce, bankers less able to credibly threaten to leave

UBS names new heads of Canadian trading desk by BOYD ERMAN
26 Jan 2012 at 2:46pm
Firm will have co-heads based in New York, Toronto

Moody's downgrades Sun Life's U.S. subsidiary by TARA PERKINS
26 Jan 2012 at 12:53pm
S&P still contemplating a downgrade of Sun Life's main rating

Flurry of new provincial debt deals scooped up by TIM KILADZE
26 Jan 2012 at 12:35pm
Rare to see four provi deals in one morning

Can Canadian telcos continue this bull run? by TIM KILADZE
26 Jan 2012 at 10:53am
Investors profited handsomely over the last year

World's shortest proxy battle at Energy Income Fund by BOYD ERMAN
26 Jan 2012 at 9:17am
Bid to remove management quashed in hours

 

 

FT.com

WSJ.com - DealJournal

The Morgan Stanley Tech-Team Hall Of Fame by David Benoit
27 Jan 2012 at 5:30pm
Morgan Stanley’s team of tech and internet bankers are close to landing yet another giant fish in the lead role in the Facebook’s planned IPO. Here are some of the group's famous alumni.

Delta Studying US Airways as Possible Acquisition Target — sources by David Benoit
27 Jan 2012 at 5:01pm
Delta Air Lines is now looking at making a run at US Airways Group, WSJ is reporting.

Facebook IPO: Is Another VC Boom on the Horizon? by Stephen Grocer
27 Jan 2012 at 4:30pm
Facebook’s upcoming IPO is likely to rain riches across Silicon Valley.

Direct Edge Exploring Sale Or IPO As Exchange Plots Growth by Jacob Bunge
27 Jan 2012 at 4:28pm
Direct Edge is exploring a sale or initial public offering as the electronic exchange company looks to grow amid tough market conditions and intense competition facing U.S. stock market operators.

Citigroup Gets Around To Closing Prop Trading Desk For Volcker by Matthias Rieker
27 Jan 2012 at 3:09pm
Citigroup told its staff Friday that the bank's proprietary trading desk will be shuttered on Feb. 6.

Facebook IPO: Morgan Stanley Close to Reeling In a Giant ‘Like’ by David Benoit
27 Jan 2012 at 1:51pm
And Facebook’s leading left looks like it’s going to Morgan Stanley.

Morgan Stanley Close to Winning Facebook Deal by Stephen Grocer
27 Jan 2012 at 1:18pm
Here are the headlines crossing Dow Jones Newswires right now: Morgan Stanley Close To Winning Facebook Deal -- source; Facebook Now Looking at Valuation of $75 Billion to $100 billion - source

Mets Owners Looking To Get Out Of Madoff Claims by David Benoit
27 Jan 2012 at 1:06pm
The New York Mets owners, unable to close on a David Einhorn investment plan last year, are trying to get themselves freed of claims they should return money they got out of Bernie Madoff, WSJ's Ch...

Dealpolitik: Backlash on Romney Taxes Could Affect MA by rbarusch
27 Jan 2012 at 12:53pm
So I think it is a good bet that, despite some proposals that seem like outliers (Newt Gingrich claims he would set the capital gains rate to zero), tax rates on capital gains of individuals will b...

What Solutia Does: Transform The Ordinary With Chemistry by David Benoit
27 Jan 2012 at 12:03pm
Solutia reached a deal to be bought for $3.38 billion by Eastman Chemical today. M&A in the chemical industry looks like it might be heating up, Jefferies analysts noted, which gives a good reason t...

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