Section
Canadian Market
4009 posts
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Commodities are Under Pressure, but Opportunities Remain
by Attain Capital If you had a dollar for every article about how horrible commodities have been performing,…
Other Commodities are Doing Far Worse Than Gold
by Macro Man Macro Man has been thinking a bit more about commodities recently, and before addressing the…
Rude Awakening for Those who Ignored the Energy Markets' Warning Signs
by Walter Kurtz, Sober Look Back in February (see post) numerous equity investors refused to believe that a crude oil…
Guy Haselmann: China is Unfolding as the Most Important Story of 2015
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM I believe the plunging of the commodity complex is…
Are We Nearing Peak Commodity Hatred?
by Cullen Roche, Pragmatic Capitalism Commodities have been crushed in the last 5 years. Gold is down over…
