Section
Canadian Market
3996 posts
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…
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...
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…
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…
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
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,…
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…
