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Archive | Market Commentary

November 22, 2016
The Markets Binge Feed On Trump

To listen please click here The Politically Correct, who dominate the media, thought he could never win, and were gobsmacked—which quickly morphed into sustained rage at Trump. Investors, who relied mainly on the media, were also gobsmacked—which quickly morphed to sustained excitement about what Trump would do to promote growth and after-tax profits—and sent US […]

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November 10, 2016
Was Donald Trump Touched by an Angel?

To listen please click here Last week, I warned our followers that this election could lead to market-painful results and suggested above-normal exposure to cash and Gold. By Tuesday, I was ready to watch the election returns with real interest because I had convinced myself that Mr. Trump really was a better choice than Mrs. […]

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May 10, 2015
The Globe and Mail
Don Coxe: It’s time to rethink the supposedly safe bond market before it’s too late

Since the 2008 crash forced central bankers to put the global economy on life support, the supply of publicly traded debt has been increasing, bond yields have been declining and supplies have been soaring. Worried about stocks? Maybe you should be worrying about bonds. Click here to read this article on the Globe and Mail […]

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The Empire [OPEC] Strikes Back

Why have oil prices plummeted at a time actual crude oil is only modestly in over-supply and, apart from the Eurozone, most major economies are no weaker now than last year.

Commentary • Asset Allocation • Investment Recommendations

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