Section
Canadian Market
3925 posts
Canada on the Cusp of Something Big - Forget about inflation for now
Canada is on the cusp of something big. A boom in commodities means Canada will outperform the US…
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...
Overweight Canadian banks?
Darko Mihelic, financial sector analyst at CIBC World Markets believes there is a viable case for investors to…
Canada's Universal Appeal and Advantage
The Lehman Bros. bust, one year ago this week, was a watershed moment and event that many would…
Canada: There's no place like home
Scotia Capital has published a research report discussing "reasons to own" Canada. Canadians have never really had to…
George Soros: Reduces Potash and PetroBras, Increases Convertibles
MarketFolly.com reports that according to 13F filings, George Soros' Soros Fund Management made some notable changes to its…
Roubini's Canada Outlook: Supported by Easier Credit and Commodities Recovery
Nouriel Roubini's RGE Monitor recently published "Are There Bright Spots Amid the Global Recession?," which provides a comprehensive…
Rebecca Wilder: Canada's "Normal" Recession Set for "Normal" Recovery
This post is a guest contribution by Rebecca Wilder*, author of the of the News 'n' Economics blog,…
Global Equity Market P/E Ratios
Below is a chart showing global equity market valuations, as produced by Bespoke Investment Group. Canadian stocks are…
Bespoke: Most Overbought ETFs
"With stocks rallying around the world, the many ETFs that track various equity markets have moved significantly above…
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…
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…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
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…
Rogers on commodities (Newsweek)
“Jim Rogers, the legendary American investor, financial commentator and, along with George Soros, founder of the Quantum Fund,…
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…
