Blog

Good afternoon, According to the Wall Street Journal’s Paul Gigot, governmental diligence is often measured by increased spending, instead of results. Think Canadian healthcare, or any number of government job creation schemes. Imagine you’re tied up...

Good afternoon, The hint of spring teases this week in central BC, as markets hopefully hop along. Here’s some reading you may find interesting. I mean, I did, but I’m odd that way… First, on China: 2023: A turning point for China? Next, this week's issue...

Good afternoon, A bumpy January rode markets up, but like a stiff-suspensioned F150 accelerating a washboardy hill. Here’s a quick look at our weekly Global Insights; Highlights:Too much debt – China has entered the bust phase of a debt boom. Reopening...

Good afternoon, While I’m working on a lengthier piece, I thought I’d send out these two current missives from our Portfolio Management teams for today. First, a primer on the US debt ceiling, the “Superbowl” of congressional arguments: Hitting the ceiling...

Long time no write, so here we go. It’s Samual Bankman-Fried-day: Details are still unravelling, but I can’t help but say a few things about this brazen criminal who comingled with celebrities in a dirty t-shirt. It’s just so distasteful you’ll need to...

Markets mull a softer spanking When the belt came off, (my belt) I knew my mom meant business. But sometime between tiny hiney and adolescent attitude, I learned how to cut a belt whipping short. I’d take the first wallop like a champ, whimper quietly...

Good afternoon, As we head in to Thanksgiving weekend we contemplate nine months of 2022 to-date that bore its share of gut punches. War, pestilence, political acrimony, and sour markets can add up. Our senior analyst, Jim Allworth is usually worth a...