Continued Mixed Signals in Global Markets
A quick post on the performance of some select global indices the past 3 months. I know it’s always subjective to measure performance from one specific point (especially short-term), but as usual, the...
View ArticleIdentifying the Next US Equity Trend
Continued surprise in how well US equity markets are holding up: Given the relatively poor US economic data so far in 4Q12, I continue to be surprised the US equity market (as measured by the S&P...
View ArticleGiving Way to the Gods of Destruction
As we approach the previous peak in the S&P 500 index, I’m sure talk of making a new post-recession peak and all time high for the S&P 500 index will draw the index towards those previous peak...
View ArticleEmployment in Canada Putting Up a Fight
The initial release of the US employment (or jobs, labour, or whatever you want to call it) report came over on Friday this past week. The media and the Wall Street analysts immediately started...
View ArticleUS Employment: Notes For 2012
I promised some notes on the US Employment situation for 2012. The best that can be said about US employment during 2012 is that at least the growth rate seems to have settled around a level (1.39%...
View ArticleWhy Such Fuss About US Interest Rates?
This is one of those topics where one has apprehension about posting publicly because the topic can be argued so many different ways. And to make it worse, it’s like residential real estate, everyone...
View ArticleVR View Links and Notes (Jan 16 2013)
There are some important company earnings reports and economic reports due out in the next couple of weeks. I want to take time to review them carefully before saying too much as we’re at a critical...
View ArticleCanadian Housing Markets Finally Facing Reality
I have to admit, I have never been able to understand how average, hard working people making $70K a year (and that’s if they are at the top end of the working stiff spectrum) could afford $400K to...
View ArticleIt’s Almost Too Quiet
It’s almost too quiet these days in the capital markets. Despite the Wall Street MSM continuing to pump the theme “everyone hates equities” and aside from the fact that the anemic trading volumes on...
View ArticleAs Good As It Gets
As Good As It Gets I was going to leave the following observations to a more comprehensive blog post I’m working on. But after the euphoria of last weeks seasonally adjusted US initial unemployment...
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