David Rosenberg: The Case for Corporate Bonds Intact
David Rosenberg, Gluskin Sheff's Chief Economist (ex-Merrill), re-iterates his argument for corporate bonds in today's Lunch with Dave:…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Robert Arnott: Reversion To Which Mean?
Rob Arnott, founder of Research Affiliates, innovators of FTSE RAFI Fundamental Equity Indexes discusses the concept of 'reversion…
Dan Ariely: Are we really in control of our decisions?
Behavioral economist Dan Ariely, the author of Predictably Irrational, uses classic visual illusions and his own counterintuitive (and…
Rosenberg: "Oh sure, the recession is over"
David Rosenberg, Chief Economist at Gluskin Sheff discusses today's 'detonating' jobs figure. We got a good laugh from…
David Rosenberg: Mother of Jobless Recoveries Lies Ahead
David Rosenberg appeared on Fast Money yesterday at the end of the day to discuss the economy, employment…
Hendry: Fears of inflation could trigger bigger downturn
We have followed Hugh Hendry, the outspoken and bold CIO of Eclectica Asset Management, and one of the…
Global Equity Market P/E Ratios
Below is a chart showing global equity market valuations, as produced by Bespoke Investment Group. Canadian stocks are…
Goldman Sachs: "Engineering Every Major Market Manipulation Since The Great Depression"
Matt Taibbi, the controversial Rolling Stone investigative columnist who has been stalking Goldman Sachs, et al, to unearth…
You Matter...
When you love the work you do and the people you do it with, you matter. When you…
"Loonie a Thoughtful Choice" (WSJ.com)
The Wall Street Journal suggests that Americans should think about investing in Canadian assets to take advantage of…
Mortgage Resets: The Eye of the Hurricane?
The passing of a hurricane is quite an event, and a strong one can wreak havoc. In the…
Hugh Hendry: June 2009 Letter
Here, below, in its entirety is Hugh Hendry's latest letter to investors. Its both enlightening, and highly educational,…
Roubini: Oil and Gold Look Overpriced
Nouriel Roubini, of RGE Economics, declared at a Reuters Summit Tuesday that Oil and Gold are not reflecting…
Michael Lewis: The End of Wall Street
Michael Lewis, the trenchant author of Liar's Poker, Money Ball, and Home Game, discusses what he calls "The…
David Rosenberg: Green Shoot Era Over?
In today's Breakfast with Dave, David Rosenberg, Chief Economist at Gluskin Sheff (ex-Merrill Lynch) discusses the sell-off that…
