OPEC’s Line in the Sand: Oil at $80/barrel + ‘Trash Can’ Pair Trade
In just over a year oil has seemingly gone from dead end, over supplied commodity (akin to corn), to supply squeezed, one-way hedge fund trade.Undoubtedly t... Read More»
Thomas George
Legal Marijuana: Economies of Scale Don’t Apply
The Economics of Legal Marijuana Markets
In every North American marijuana market that has legalized, prices have always fallen shortly thereafter.Investor... Read More»
Pot Stocks now Plagued by the Dreaded ‘Canadian Bank’ Curse
Marijuana equities have been one of the greatest gifts for short sellers: skittish retail investors coupled with valuations only a Tesla fanboy could justify.... Read More»
Pot Stocks Pummelled – Investors Dazed and Confused
The rug has officially been pulled out from underneath one of the largest bubbles in global equities: Canadian pot stocks.
Retail Investors Gone Wild
Euphoric... Read More»
Tech Fanboys Dismayed and Betrayed
Mainstream media has always fawned over its Silicon Valley superheroes — they were mission driven, uber-liberal, pansexual, and ethical. Their narratives re... Read More»
Wall Street Dumps Facebook Stock – Regulators Circle the Data Wagon
The Grizzle Reel and Macro Battleship have been markedly negative on the social media trade for the last two months, we viewed valuations as stretched and s... Read More»
Elizabeth Holmes – Fake It Till You Make It Startup Americana
The story of Elizabeth Holmes and Theranos, her bashful startup that dared to 'change the world', will certainly go down as one of greatest investment con acts ... Read More»
Guns, Butter and your 401(K)
The sheer viral force of hashtag social movements have upended traditional activism at its core. Feeble placard picketing efforts (e.g. 'Occupy Wall Street'... Read More»
BUYBACKS & THE BUSTED BRANDS INSIDE YOUR S&P 500 INDEX
ETFs - HOMOGENOUS STOCK MARKET SLOSH FOR YOU
After the financial crisis the limited savings millennials tucked away (after paying off student debt) has prima... Read More»
Thomas George
President
Thomas has over 17 years of global institutional investment management experience. At TD Asset Management he was Director of Global Resources and lead Portfolio Manager for over $1 billion of global equities (resource and sustainability funds). Thomas is a Chartered Financial Analyst and has been featured on BNN Bloomberg, CTV, Benefits & Pension Monitor and the National Post.