March 2, 2021
March 1, 2021
Weekly Corporate Highlights Mar. 1-5, 2021
Corporate event calendar March 1-5 2021: Mon 3/1/2021 Roche Holding (ROG_CH): Presenting at Cowen and Co. 41st Annual Healthcare Conference 2021…
February 26, 2021
Market Corrections Are Tears in The Rain, Week in Review
Asian equities were taken to the woodshed overnight. Yesterday’s US Treasury yield spike reminded me of the 2013 taper tantrum when Ben Bernanke said they were thinking of slowing quantitative easing.
February 26, 2021
Why Asian Local Currency Bonds Look Appealing in A World of The Zero
February 26, 2021
The Queen’s Gambit Declined
The game of chess shows us that there are reasons why declining to take a particular position today may actually offer better long-term prospects for portfolios, and a higher probability of winning the long game.
February 26, 2021
Options Strategies for Your RRSP and TFSA
February 25, 2021
International Stocks Post-Covid
February 25, 2021
Bond Yields Rocket
February 25, 2021
USDJPY Bounces Off Key 105 Level
February 24, 2021
Positioning Emerging Markets Local Currency vs. Hard Currency in 2021
February 24, 2021
Myth-Busting Six Misconceptions about Thematic Investing
February 23, 2021
Income Generation Is a Problem – Plus, The Taxman Clips Your Coupon
February 23, 2021
A New Commodities Supercycle Could Be Powering Up After a Long Freeze
February 23, 2021
Market Outlook: Feb. 23, 2021
SPY -2.5% correction off the top, NQ -6.8% from peak to trough this morning, and the Russell 2000 -4% off the top. Here’s some perspective, The SPY is +82%, NQ +109%, RTY +144% on a y/y basis. So today is not the day to hem and haw over a correction.
February 23, 2021
Technical Analysis Heading into Tuesday’s Open: February 23, 2021
February 19, 2021
Lines Are Drawn, Fundamentally & Technically
U.S. benchmarks are set to open higher after staving off waves of selling early last night. Still, U.S. Dollar denominated assets initially plunged early last night.
February 18, 2021
20 Index Stocks Most Sought By Institutions in YTD
The 20 stocks with the highest net institutional inflows over the past six weeks represent seven sectors, have averaged 10% total returns over the period, with eight of the 20 stocks also recipient to the highest net institutional flows proportionate to market value.
February 18, 2021
Where Can Bitcoin Go from Here?
Bitcoin is a hot topic! We had the pleasure of discussing the investment thesis for bitcoin on our Behind the Markets podcast with Ari Paul, the co-founder of BlockTower Capital, a crypto asset-focused asset management firm.
February 18, 2021
Markets Mixed
February 18, 2021
USDCHF Retesting Key .9 Level
February 17, 2021
4 Top Mining Stocks To Watch In February
February 17, 2021
Technical Analysis Heading into Wednesday’s Open: February 17, 2021
February 16, 2021
A Moment in Markets – The Perks and Perils of a Weak US Dollar
If the US dollar remains weak or gets weaker still, the ramifications could extend across a host of asset classes. This could become an important theme for investors to consider when allocating their capital this year.
February 16, 2021
Gold/Silver: With A Little Help From My Friends
February 16, 2021
Market Outlook: Feb. 16, 2021
Gold is struggling, Silver, Copper and Platinum aka semiconductor metals are killing it this morning – remember, Gold is a currency and vastly underperforms in Scenario 2. Not to say that we won’t come back to Gold at a later time, just not at the moment.
February 16, 2021
Economic Climate for the Nasdaq-100 Stocks
February 14, 2021
