The Globe and Mail

The major themes impacting the markets over the next few months will be Chinese data and yuan devaluation, forward corporate earnings guidance and the June... Read More →

Over the next three months, we should see a rationalization of the front-running U.S. Federal Reserve with other central banks and the capital markets. At... Read More →

We have consistently held to the thesis since 2007 that the major theme in Western markets is deflation. With U.S. quantitative easing and the first... Read More →

We have consistently held to the thesis since 2007 that the Balrog down in the deep has always been deflation. With U.S. quantitative easing behind us and... Read More →

A bet on medications no longer of interest to Big Pharma but still being sold to patients across North America is proving hugely profitable for... Read More →

No matter what the markets do in the short term, the long-term potential from investing is not in question The end of a wild week... Read More →