Complete Show – October 26th
10/26/2019 9:56 AMBroadcasting live from an economic conference in Orlando Mike and John Johnston discuss the market implications of the federal election and what it might mean for your portfolio. Mike questions the we-all-need-government-support philosophy of government policy today,...
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Some Can’t Figure Out Alberta’s Feeling of Resentment
10/25/2019 5:49 AMFunny how it works - two federal parties want to shut down the province's most important industry while a third agrees (but it will take longer) - and to heck with the workers who pay the highest per capita taxes in Canada. And what a surprise - some people are...
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Most Millennial Traders Weren’t Even Born When Nokia Crashed This Hard
10/24/2019 6:55 AMNokia shares plunged 25% on Thursday after management warned its 2019/2020 profits would be disastrous after a delay in earnings from 5G networks, reported Bloomberg. As a result of the abrupt revision in outlook, the Finnish telecom network equipment maker cut its...
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Business Investment is Down With Unexpected Drop in Durable Goods Orders
10/24/2019 6:38 AMNew orders for durable goods, designed to last more than three years, fell -1.1% in September, indicating softening business investment. This represents a big miss in orders which were forecast at a -0.2% drop. Thursday’s report from the Commerce Department indicates...
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Canada’s Climate Crusade Needs Context and Careful Costing
10/24/2019 6:31 AMNo election issue received more coverage with less depth than climate change. Two plus decades of grandstanding, virtue signalling and big talk with nothing to show for it - you'd think they wouldn't get away with it any...
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Who Doesn’t See the China Threat at This Point?
10/23/2019 7:56 AMDaryl Morey had no idea the tweet he published on Oct. 4 would ignite a firestorm that continues to rage. But that’s exactly what happened. Morey is the general manager of the Houston Rockets, in one of the world’s most popular sports leagues: the National Basketball...
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Everybody’s Guessing Why The Vote Went That Way
10/23/2019 6:41 AMAnalysis informed by wishful thinking, personal biases and guess work are the norm in the aftermath of elections. After all, there are millions of voters with an array of motivations and priorities. And did we mention the...
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The Bandwagon Effect: A World Series Lesson For Investors
10/23/2019 6:10 AMOpening day is a glorious time for baseball fans. Warmer temperatures and blooming shrubbery are on their way, and more importantly, their favorite teams will begin a stretch of 162 games that culminates with a best-of-seven battle between the American and National...
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Leading Renewable Energy Advocate Changes His Mind and Goes Nuclear
10/22/2019 12:51 PMWhy Renewables Can’t Save the Planet You can make solar panels cheaper and wind turbines bigger, but you can’t make the sun shine more regularly or the wind blow more reliably. I came to understand the environmental implications of the physics of energy. In order to...
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They Don’t Want You To See This Film
10/22/2019 8:31 AMVivian Krause is Canada's best investigative journalist (Robert Fife and Terry Glavin honourable mentions). Her tireless efforts churning through thousands of pages of US tax returns revealed the extent of US involvement in the opposition to Alberta oil and every...
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