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Canadian Market
3602 posts
Bespoke: Most Overbought ETFs
"With stocks rallying around the world, the many ETFs that track various equity markets have moved significantly above…
June 8, 2009
David Swensen Interview (May 22, 2009)
David Swensen, legendary CIO of the Yale Endowment appeared in a full length interview on Consuelo Mack's Wealthtrack…
May 27, 2009
Reasons to be bullish the commodity complex
BCA Research published this note on commodities on April 28, 2009: There are a number of reasons to…
May 1, 2009
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
April 29, 2009
Jim Rogers isn’t buying a US stock recovery (Barron's)
“Legendary investor Jim Rogers is skeptical of the latest rally in equities - as well the health of…
April 26, 2009
Rogers on commodities (Newsweek)
“Jim Rogers, the legendary American investor, financial commentator and, along with George Soros, founder of the Quantum Fund,…
April 20, 2009
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
April 17, 2009
Tony Boeckh: Life After the G20 Meeting
Tony Boeckh postulates on how the global economy is changing in the midst of the credit crisis, and…
April 14, 2009
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
April 11, 2009
Is an 'Energy-Linked' Currency in the Cards?
This article is a guest contribution by Izabella Kaminska, FT.com Alphaville on Monday, April 6th, 2009. Izabella Kaminska,…
April 8, 2009
Corporate Bonds or Equities? Deflation or Inflation?
The debate rages on, and it is between whether to invest in corporate bonds or equities, or if…
March 30, 2009
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
March 25, 2009
Quantitative Easing: A Guide and Outlook to the 'Nuclear Option'
Last week, Ben Bernanke announced the Fed's decision to employ 'Quantitative Easing' (QE), the 'nuclear option,' to save…
March 22, 2009
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
March 18, 2009
Hendry: Not Yet Time to Invest in Inflationary Assets
Hugh Hendry, CIO, Eclectica Asset Management, appeared on CNBC, Wednesday, March 11, 2009 and shared his contrarian views…
March 17, 2009
