Is Inflation Really A Problem?
The idea of rising inflationary pressures has taken a large chunk of market attention in recent months. At first glance, the threat
read moreCluelessness
A reporter on Bloomberg earlier in the week commented that fear was not yet present in the markets. Global stocks have seen
read morePerspective Adds More Clarity
Perspective adds more clarity to market action instead of looking at events in isolation. A very telling example this past week was
read moreNear Term Distractions
The most noteworthy observation on the financial markets a month and a half into 2020 seems to be the resiliency of US
read moreReasons to Own Gold
Don Coxe famously quipped, “never invest on the basis of a story on Page one, invest on the basis of a story
read moreMonetary Obsolescence
In 2019, 49 central banks cut interest rates 71 times. The Bank of Canada was not one of them. The US Federal
read moreNew Year, New Targets
For nothing more than an arbitrary statistic, as of Fridays close gold prices in US dollars are already up 2.3% on the
read moreClear as Mud
As North American equity markets generally made their way higher in 2019 (with hiccups in May and August), it was against headwinds
read moreCrisis Era Jobs Data
According to Statistic Canada’s monthly job report, Canada saw the biggest monthly drop in employment in November since the financial crisis. This
read moreShort Canada
Post-election, the bears are coming out of hibernation. It’s in stark contrast from the story being told during the third quarter. As
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