The Key Component to A Strong Economic Recovery
08/07/2020 6:58 AMIf you want to help the near 1.8 million unemployed, help kick start the hospitality and tourism industries, rescue exporters - there is one thing that has to happen. (Note: Please share this comment on Facebook and Twitter. If you know someone who would enjoy...
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Falling Into the Abyss Between Wall Street and Main Street
08/06/2020 9:41 AMI know this runs counter to every dominant narrative, but a vaccine doesn’t really matter, opening up doesn’t really matter, and the size of the “free money” stimulus checks doesn’t matter. What matters is that the nation is falling into the abyss that’s opened...
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Toronto Real Estate Joins The Flight To The Suburbs, As Inventory Rises In The City
08/06/2020 9:37 AMGreater Toronto real estate is seeing a big jump in sales, and it’s mostly people fleeing to the burbs. Toronto Regional Real Estate Board (TRREB) data shows it was the most sales for July in at least a decade. The increase in sales was primarily driven by a surge in...
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Seth Klarman: ‘Little Evidence Of Thought’ Behind Stock Market Rebound
08/06/2020 9:33 AMBillionaire hedge fund value investor Seth Klarman is extremely skeptical of the stock market rebound off the March lows. In his recent second-quarter letter to investors Klarman, who manages the $30 billion hedge fund Baupost, said a combination of faulty investor...
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Schachter’s Eye on Energy – Aug 5th
08/06/2020 7:23 AMThis week Josef talks about how energy demand continues to weaken in the US and we can expect Crude prices to roll over in the near term and how energy and energy stocks are overvalued based on current circumstances. Each week Josef Schachter will give you his...
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The Anti-Oil Crowd Has It Backward
08/06/2020 7:10 AMFocusing on attacking oil companies and pipelines has proven to be ineffective in reducing oil production - while the pandemic has shown that reduced demand has a profound impact. (Note: Please share this comment on Facebook and Twitter. If you know someone who would...
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An Economist Worth Reading
08/05/2020 6:35 AMMilton Friedman's on the short list of best economists of the last 100 years. Brilliant and just as relevant today as his work was 40 years ago - and that should trouble us all. (Note: Please share this comment on Facebook and Twitter. If you know someone who would...
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Understanding the Disconnect Between Consumers and the Stock Market
08/04/2020 10:55 AMCheck out this interesting infographic from our friends over at Visual Capitalist.
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