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September 26, 2023
Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
September 9, 2023
The consumer’s health has rarely been better, despite lousy sentiment readings, And equities have rarely been pricier relative to Treasury yields.
June 7, 2023
Why deal with the S&P 500 when savings accounts pay 5%? That's exactly why many rich people are dumping stocks for cash. But the so-called Fed Model points to…
October 28, 2022
Higher US Treasury yields have coincided with declines by US stock markets.
October 27, 2022
Higher US Treasury yields have coincided with declines by US stock markets.
September 4, 2022
Until durable supply chain problems are resolved, we caution against any investment strategy on the hope that we will soon be singing “Happy Days Are Here Again”. Read more.
August 24, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
July 13, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
May 13, 2022
We've entered 5-10 year inflationary cycle and commodity super cycle. We are advising downside risk mitigation. Click here to read more.
February 25, 2022
Fourth Super Bubble For almost a half-century, value-investing icon Jeremy Grantham has been calling market bubbles. Now, he says U.S. stocks are in a “super bubble,” only the fourth in history, [...]