Section
Canadian Market
3908 posts
True, North, Strong ...
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. Canada: TRUE, NORTH, STRONG…
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...
The Case for Bonds (Rosenberg)
This article is a guest contribution from David Rosenberg, Chief Market Economist, Gluskin Sheff. THE CASE FOR BONDS…
Navigating Fears of the Bond Market
This article is a guest contribution from James Pressler, Northern Trust. As we take stock of the global…
China's Yuan Policy Shift Not a Game-Changer
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. WHILE YOU WERE SLEEPING…
An Expert’s View on Yuan Appreciation
Global markets got a nice lift on news that China will allow gradual appreciation of its currency against the U.S. dollar.
But those who closely watch the issue are emphasizing the word “gradual,” as in “don’t expect too much ac...
Europe’s Problems Shift to the Soccer Pitch
This article is a guest contribution by David Andrews, CFA, Director, Investment Management & Research, RichardsonGMP Ltd. Many…
America's Intractable Fiscal Problem (Rosenberg)
This article is a guest contribution by David Rosenberg, Gluskin Sheff, Toronto. We get it. The United States…
"Cliffhanger" (Hussman)
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds. As we survey the current…
U.S. Equity Market Diary (June 21, 2010)
U.S. Equity Market Diary (June 21, 2010) The figure below shows the performance of each sector in the…
Emerging Markets Diary (June 21, 2010)
Emerging Markets Diary (June 21, 2010) Strengths Further progress was made in the third round of negotiation between…
Exxon Apostasy, Part II
This article is a guest contribution by Vitaliy Katsenelson, CFA, portfolio manager/director of research at Investment Management Associates…
Exxon Apostasy
This article is a guest contribution by Vitaliy Katsenelson, CFA, portfolio manager/director of research at Investment Management Associates…
How a Drilling Ban Hurts the Little Guys
While the world waits for oil to stop gushing from the ocean floor, a large group of Americans are waiting to go back to work.
Offshore drilling has been shut down since the Deepwater Horizon accident in mid-April that claimed 11 lives and started the ...
Stephen Roach: Ample Economic Slack, Absence of Inflationary Pressures Globally
Stephen Roach, Chairman of Morgan Stanley Asia says there is ample economic slack in the global economy, and…
Did Imbalances Cause the Crisis?
This article is a guest contribution from Kati Suominen, Trans-Atlantic Fellow at the German Marshall Fund in Washington,…
