I’m sure you’re all feeling as frustrated with the markets as we are, but decades of excessive spending by governments and individuals alike have come at a cost and we’re now having to pay for it one way or another. What’s worse is the inability for governments to agree on meaningful solutions, which do more [...]

Global equity markets remain under extreme pressure amidst a perfect storm of collapsing global economic indicators. The news is pretty grim and will likely be for awhile, but remember that “it’s darkest before dawn”, which suggests things will improve in time. We agree, particularly given the coordinated efforts of governments, business leaders and consumers. A [...]

Many strategists are calling for a bullish trend in the second half of this year once we get through a few more tough economic reports in the weeks to come. Our “Silver lining” comes in the form of expected incoming data to begin surprising to the upside through July as we ‘climb the wall of [...]

Barron’s June 4th 2011 investment newspaper ran a great article by Michael Santoli who described the US quantitative easing situation as follows: In typical fashion, stock investors are dreaming of more candy, while bondholders fret over the cavities and calories that more stimulus could cause. Harris (Chief Economist at Bank Of America) says that equity [...]

The recent increased volatility, which shook commodity prices this week has slowed Canadian stock market growth to the point that we’re now slightly negative on the year. Our outlook however remains positive and we continue to expect low double digit returns by year end. JP Morgan also maintain a positive outlook on the US market [...]