The “Pretty Good 493”
by John Lynch, CIO, & Team, Comerica Wealth Management The U.S. equity markets managed to maintain their momentum…
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
What a Long, Strange Trip it’s Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
Powell’s Dovish Stance Sparks Market Optimism
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Jeffrey Gundlach DoubleLine Webcast 03/12/2024: "Cave People"
In his webcast titled “Cave People” in reference to the philosopher Plato’s “Allegory of the Cave,” DoubleLine CEO…
A Pause is Plausible
by John Lynch, CIO, & Team, Comerica Wealth Management The Federal Reserve meets this week with recent inflationary…
Canadians' increase in net worth offsets rising debt service ratios, for now
In a recent report by Carrie Freestone, Economist, at RBC Economics, she emphasizes the current stability of Canada's…
The Great Paradox of the U.S. Market!
by Jeremy Grantham, GMO LLC 1: The U.S. Market Well, the U.S. is really enjoying itself if you…
With a dovish tilt, BoC keeps rates steady in March
In an analysis today, Claire Fan, Economist, at RBC Economics explored the Bank of Canada's decision to keep…
Consider This: Canals are becoming chokepoints
by Kim Cahtechis, Investment Strategist, Franklin Templeton Institute The importance of major canals to global trade cannot be…
Vanguard's Mario Cianfarani: 3 Challenges for 2024
Listen on The Move The episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off…
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Don’t Tell the Full Story in Securitized Credit…
Howard Marks' Memo: Easy Money
by Howard Marks, Vice-Chairman, Oaktree Capital The backstory: I began writing these memos in 1990 and continued to…
Hugh Hendry's Big Picture Bitcoin Perspective
Hugh Hendry's big picture take on bitcoin (1:46 mins) Hugh Hendry joined us for over an hour in…
DoubleLine Round Table Prime: Best Ideas for 2024
In this segment, the DoubleLine Round Table Prime panelists share their best ideas for 2024: Coming together for…
