The Bond Market vs Yield Curve Control: Who Blinks First
The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve…
How to Find the Next Wallstreetbets “YOLO” Stock
https://youtu.be/Yy3IZhqOhco?t=1850 At this point, many investors have heard of the Reddit channel Wallstreetbets (WSB). But if you haven’t, here’s what…
Aphria Offers Big Upside if the Tilray Deal Closes
WHAT IS MERGER ARBITRAGE? Simply put, merger arbitrage is when two companies plan to merge, and the stock price of…
Coming to America – Yield Curve Control
This column has tended to focus primarily on monetary policy as it relates to the trend in financial markets. But…
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation
The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…
India is Starting a Cyclical Recovery – Buy Indian Stocks
As good a stock market investment story in Asia as any is India. The Indian economy is almost back to…
Locked & Lit: The Grizzle Cannabis Portfolio
The US cannabis industry is one of the most attractive growth sectors in the stock market for investors. The industry…
Inflation is On the Horizon – Own Cyclical Stocks
The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related,…
The Affirm IPO is a Bet on the Future of Peloton
Affirm is the most hyped private company set to go public so far in 2021. Founded by Max Levchin, a…
The “Passive Put” and Tesla’s Bitcoin Wildcard
The advice here remains to stick with the “back to normal” trade despite the scare over the mutating virus in…