top

Don’s Weekly Call

April 2016
April 28, 2016 Reflections on a Mostly Disappointing Millenium
April 21, 2016 Less Looniness Than US Candidates?
April 14, 2016 Are Oils’ Agonies Ending?
April 7, 2016 Panama Route Canal Pains?
March 2016
March 31, 2016 “Caution” She Said
March 24, 2016 Terror and Its Implications
March 17, 2016 The Stories Commodity Prices Tell
March 4, 2016 The Miners Feel Better
February 2016
February 25, 2016 Britain’s Brussels Pout
February 18, 2016 Obama’s Legacy
February 11, 2016 Nothing Much to Worry About Here, Eh?
February 4, 2016 The Bond Bull Returns?
January 2016
January 21, 2016 It’s a Small World After All
January 14, 2016 El Cheapo Del Norte?
January 7, 2016 The Far East and The West Come Together?
December 2015
December 31, 2015 2015 – The Year in Review
December 17, 2015 All That Glitters is Not Gold
December 10, 2015 “The Worst US Terror Attack Since 9/11”
December 3, 2015 The Yuan’s Long Trail’s A-Winding Into the Land of Deng’s Dreams
November 2015
November 25, 2015 Dare the Fed Ignore ISIS?
November 19, 2015 Why No Terror in the Markets?
November 12, 2015 Meat Takes Heat From Global Warmists
November 5, 2015 Was August Just a Bad Dream?
October 2015
October 29, 2015 John Boehner says “Ave Atque Vale”
October 22, 2015 Apart From That, Mr. VIX, Does Nothing Worry You?
October 15, 2015 Will the Election Results Help Canadian Stocks?
October 8, 2015 Is the Dollar Rally Over?
October 1, 2015 GLENCORPSE?
September 2015
September 25, 2015 What Are Oil Sands Reserves Worth?
September 17, 2015 Is Moderation Passing Out of Politics?
September 11, 2015 IVAN THE TERRIBLE? or Marc the Shark?
September 4, 2015 Been There; Done That
August 2015
August 26, 2015 Not With a Bang, But a Whimper
August 20, 2015 Dr. Copper Says “Economy Still Weakening”
August 14, 2015 MAO for LESS
August 7, 2015 One War Obama is Winning
July 2015
July 31, 2015 NAFTA’s Problems
July 24, 2015 Absolutely Au-ful
July 17, 2015 Mene, Mene, Tekel Revisited?
July 10, 2015 Fear Greeks Pledging Thrift
June 2015
June 26, 2015 Rooting for TPP
June 18, 2015 Banking on Bullishness
June 12, 2015 Dissing the Dollar in Deutschland?
June 5, 2015 Sea of Troubles
May 2015
May 29, 2015 The IMF Re-Appraises the Yen and the RMB
May 22, 2015 Why Has the Euro Strengthened?
May 14, 2015 Bonds Have More Fun?
May 8, 2015 Alberta Swings to the Left
May 1, 2015 Bond Bear Now? Why?
April 2015
April 24, 2015 MODIfying Gods’ Gold?
April 17, 2015 Hong Kong Democracy, No! Capitalism, Yes!
April 10, 2015 Dr. Kissinger Diagnoses History’s Hinge
April 2, 2015 The ABCs of the Asian Recovery
March 2015
March 27, 2015 Yemen: Location, Location, Location
March 20, 2015 It’s [Almost] All About Oil
February 2015
February 27, 2015 Miners’ Major Problems
February 19, 2015 Ukraine Falls: the Market Shrugs
February 13, 2015 The Problem for Yellen and Obama
February 6, 2015 Francly, My Dears, We Won’t Pay a Dime
January 2015
January 30, 2015 Up, Up, and Away! Super Buck
January 23, 2015 Draghi’s Day
January 16, 2015 Loon Swoon
January 9, 2015 Enduring Love?
January 2, 2015 Man of the Year
December 2014
December 26, 2014 No Call
December 19, 2014 Russian Roulette
December 12, 2014 2015: Year of the Demise of the Bond Bull
December 5, 2014 After the Fall
November 2014
November 28, 2014 Too Many Oil Bulls
November 21, 2014 Eerie Similarities?
November 14, 2014 25 Years After the Fall of the Wall
November 7, 2014 Republican Renaissance?
October 2014
October 31, 2014 The Four Horsemen of Deflation
October 24, 2014 Hard to Tell the Sanctioners from the Sanctionee
October 16, 2014 Why is Oil on the Skids?
October 10, 2014 Investor Schizophrenia?
October 3, 2014 From the Genesis of the Hong Kong Crisis: New Exodus to Vancouver?
September 2014
September 26, 2014 Will Quixotic Tax-Exempts
 Trade Oil for Windmills?
September 19, 2014 The Fracs of Life in the Oil Patch
September 12, 2014 Poll-Axed Rue, Brittania?
September 5, 2014 Why Isn’t Main Street Banking on the Recovery?
August 2014
August 22, 2014 From Genocide to ISIcide: STOCKS SOAR
August 15, 2014 The Third Iraq War Begins
August 8, 2014 The Putin Prize for the Eurozone?
August 1, 2014 That which we call “Rosneft” by name “Yukos” would smell more sweet
July 2014
July 25, 2014 Defensive Investing
July 11, 2014 Crises Overload: Search for Havens
June 2014
June 27, 2014 Minor Miners Make Major Moves
June 20, 2014 Terrorism Gains; Complacency Remains
June 13, 2014 And We Were Assured
 Al Qaeda Was Yesterday’s Story
May 2014
May 30, 2014 Has Putin Reignited European Nationalism?
May 23, 2014 The Sanctions Are Really Hurting — Right?
May 16, 2014 Modi: Savior or Guja-rat?
May 9, 2014 The Year To Date: Who Knew?
May 2, 2014 Back to Bonds? US Q1-GDP +0.1%
April 2014
April 25, 2014 Is China Parrying Abe’s Arrow?
April 17, 2014 Well, at least the EU currencies are strong…
April 11, 2014 For the Love of Pigs and PIIGS
April 4, 2014 Japan’s Last Chance?
March 2014
March 27, 2014 Is China Parrying Abe’s Arrow?
March 20, 2014 Whew! Glad We Can Stop Worrying About Putin!
March 12, 2014 A Re-Emerging Market?
March 6, 2014 Drought in Brazil; Putin in Ukraine; Floods in the Midwest?
February 2014
February 28, 2014 Who Will Rule Ukraine?
February 21, 2014 Is European Union Leadership Now Getting Passing Grades?
February 14, 2014 Has Gold Been Tarnished Long Enough?

 

To listen to 2013 calls, click here