Commodities Are Having A Stellar Year
07/17/2019 9:03 AMCommodities were on mostly sound footing in the first half of 2019. The S&P GSCI returned more than 13 percent as of June 30, one of the best first six months in recent memory. It was not without its challenges, though. In a repeat of last year, crude oil was the...
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Michael Levy: Looking at High Gas Prices in BC
07/17/2019 6:30 AMThe public inquiry into record breaking gas prices in BC is underway but will they get a true picture? How can they, not on the table for discussion, supply and demand and high gasoline...
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Waiting for the “Big Fish”
07/16/2019 10:41 AMAndy Preikschat, manager of the private Edgebrook Fund, released his annual mid-year letter to shareholders. He has been kind enough to share it with us this year, at the halfway point of his 30 year plan. Find out about his investment strategy as well as some of his...
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Bank Run: Deutsche Bank Clients Are Pulling $1 Billion A Day
07/16/2019 8:43 AMAs a result of the modern version of this "bank run", where it's not depositors but counterparties that are pulling their liquid exposure from DB on fears another Lehman-style lock up could freeze their funds indefinitely, Deutsche Bank is considering how to transfer...
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3 Technical Reasons Why the Bull Market May Be Over
07/16/2019 8:36 AMInvestors can find plenty of fundamental reasons to think the 10-year bull market is coming to an end, with retail fund outflows, crashing yields, and the destruction of globalization all perfectly capable of signaling the next recession. However, technical price...
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Fracking in California is About to Get a Lot More Difficult
07/16/2019 8:31 AMLast week, California Governor Gavin Newsom sacked the state’s top oil regulator after the Desert Sun reported that fracking permits in California doubled in the first six months of this year without the Governor’s knowledge. The Desert Sun report was based on data...
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Is Your Cost of Living Only Up 2%
07/16/2019 6:12 AMIt's the top issue for Canadians coming into the fall election but Stats Can says inflation is hovering around 2%. It sure doesn't feel like it when you see the cost of food, rent, car insurance, gas and other government related...
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How Different Generations Think About Investing
07/15/2019 1:10 PMEvery generation thinks about investing a little differently. This is partially due to the fact that each cohort finds itself on a distinct leg of life’s journey. While boomers focus on retirement, Gen Zers are thinking about education and careers. As a result, it’s...
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An Unexpected Boon For Alberta’s Oil Producers
07/15/2019 1:02 PMAlberta light oil producers have been decimated over the last few years, and especially so in the last nine months following the “blow up” in the Canadian light oil differential in Q4/2018 to over $30 a barrel. This extreme widening in the differential has added to...
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You’re Not Supposed To Say This
07/15/2019 6:14 AMWe love to express our concern for the poor but actions speak louder than words. And those actions make clear the poor regularly come second to the pursuit of political...
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