Investing
Big Changes are Underfoot in Eurozone Politics
For understandable reasons, media focus remains primarily on US politics with a presidential election due to be held in November…
Is Argentina’s Economic Experiment Working?
Argentina’s recently elected President Javier Milei made headlines when he made a speech at Davos in January accusing Western leaders…
West Red Lake Gold: The Future is Bright for Mining
The highlight for us during the PDAC mining conference this year was a fireside chat with Shane Williams, CEO of…
Ecora Resources: Building a High Quality Royalty Portfolio
While strolling the halls of the Prospectors and Developers conference last week we bumped into an intriguing CEO. Marc Bishop…
What Will it Take to Turn China Around?
The concerns about intensifying deflationary momentum continue to build in China with the release of the latest data, be it…
The Real Motivation Behind Fed Rate Cuts
This writer focused last week on the fact that the liquidity contraction is only now really beginning to bite based…
The US Economy is Strong…But for How Much Longer?
The base case remains that the US is heading into a downturn in 2024 as signaled by the collapse in…
The Pitfalls of Owning US Debt
Jerome Powell stepped back from his uber dovish tone in December at the January FOMC meeting last week saying at…
Investors Left Hong Kong Real Estate for Dead, Should You?
If sentiment towards Chinese stocks remains super depressed, the same also applies to domestic Hong Kong stocks. It remains incredible…
What Do Japanese Stocks and US Small Business Have in Common?
This writer’s main candidates for the areas to blow up if there is a recession in the US as a…