Hubert Marleau, Market Economist, Palos Management
262 posts
About Hubert Marleau
Co-founder of Palos Capital Corporation and Palos Management Inc., Hubert Marleau has been a board member for more than 100 publicly traded companies. He’s currently Market Economist at Palos Management.
In the past, Mr. Marleau held the position of Chairman, President and Managing Director of Palos Capital Corp., Chairman and Chief Executive Officer of Marleau Lemire Securities, Governor of the Vancouver and Montreal Stock Exchange, Chairman of the Listing Committee of the Toronto Stock Exchange, Senior Vice President of Nesbitt Thomson & Co., and Senior Executive Vice President of Levesque Beaubien Inc..
He received an Honours Graduate Degree in economics from the University of Ottawa and is now the Chairman of the Marleau Lecture Series on Economic and Monetary policy.
Founded in 2001, Palos Management is a boutique financial management firm that offers a variety of investment products and solutions.
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
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...
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
Liberation Day, the Mar-a-Lago Accord, and the US Dollar
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that: “Trade wars and the end of…
Hubert Marleau: More of The Same
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that: “A shift in sentiment from euphoria…
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
Reprieve Sans Relief - The Tariff-Stock Market
by Hubert Marleau, Market Economist, Palos Management March 7, 2025 The Tariff-Stock Market I ended last week’s Commentary…
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
There Are Substantive Factors in Play
by Hubert Marleau, Market Economist, Palos Management February 1, 2025 The stock market regained its footing after Monday’s…
Trump’s Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…