Bank of Canada Points Directly to the Problem
11/13/2020 7:25 AMCanada has never ranked lower on the global competitiveness index. Outside of real estate, capital investment is approaching 60 year lows but is anyone...
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Schachter’s Eye on Energy – Nov. 12th
11/12/2020 12:00 PMEuphoria over the Pfizer announcement of a vaccine cure rallied crude over $US5/b in recent days. With the vaccine unlikely to be readily available until late Q2/21 and corona case loads rising sharply, this crude rally is overdone. Josef sees WTI having over US$10/b...
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As cyclical stocks rebound, investors eyeing whether their earnings comeback will justify the move
11/12/2020 11:43 AMInteresting article that our friends over at Integrated Wealth Management thought you'd enjoy. ~Ed. While the market has rebounded significantly since March lows, the recovery has primarily been driven by a handful of tech stocks, while cyclical stocks in energy,...
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Indecisive Markets, RealClearPolitics, Infection Surge, Moderna, Disney Earnings
11/12/2020 10:11 AMTrading volume was low enough Wednesday to indicate a lack of conviction, or conviction that did not spread across enough managers to truly change the narrative. Just how forward looking are markets supposed to be? How are markets supposed to price in various...
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The Housing Debt Bubble Is Going To Burst
11/12/2020 9:54 AMThe $100B+ Housing Debt Bubble Is Going To Burst “Being self-employed, I don’t like to add extra bills or burdens, and with a moratorium, there’s no guarantee that later I won’t be further into debt.” Lucy, freelance...
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Obviously Some People Just Don’t Get It
11/12/2020 7:33 AMEast vs West Germany - North vs South Korea or Venezuela before and after socialism arrived - history is unequivocal regarding the importance of freedom for economic...
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Debt Continues To Spiral Out of Control
11/11/2020 9:48 AMThe COVID pandemic has hit the global economies like a tsunami, leaving unprecedented financial disaster in its wake. The modern world (with the possible exception of the Wehrmacht Republic) has not seen anything like it. The U.S. government has tripled its budget...
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Why Aurora Cannabis, Canopy Growth, and Tilray Stocks Wilted This Morning
11/11/2020 9:41 AMWhat happened On Monday, marijuana stocks were on fire, but on Tuesday, it's mostly smoke and ashes. As of 9:45 a.m. EST, shares of industry giant Canopy Growth are down 4.9%, while smaller Tilray has tumbled 15% and Aurora Cannabis is down 21.6%. I suppose there are...
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Standing Up For the Freedoms They Fought For
11/11/2020 8:16 AMThe "cancel culture," "no question allowed," assault on free speech is an attack on the veterans and current members of the Canadian Forces who put their lives on the line for our...
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Divergent Trends Dominate the Vancouver Housing Market
11/10/2020 3:15 PMThe value of technical analysis has become a massive benefit to investors who take advantage of the actionable intelligence produced through analytical interpretation. Let’s recall where the market has been before we get into where it is going. During the uncertain...
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