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Good afternoon, Unsmudging Fudged Budgets: We have this wonderful old sage analyst at RBC who will (hopefully) never retire. Earlier this year he spoke at an investment conference which just happened to fall on his 967th birthday. After cake, he said:...

Good afternoon, A tough week in markets, as the bet on every possible bit of good news slid off the table for a while, and interest rates hugged the tail of stubborn inflation. More below in our weekly Global Insights articles. But first… As a regional...

Good afternoon, Regarding the Market’s mood: This year’s market seems to be forecasting a mild recession at worst and wants to get out in front of the recovery before the slowdown even gets here. It’s as though it anticipates any slowdown as a detour...

Good afternoon, Aleksandr Solzhenitsyn is most famous for his masterpiece, The Gulag Archipelago, but he also wrote a few other stinging critiques of his Soviet homeland including his fictional work, In the First Circle. As the name implies, the story...

Good afternoon, Today, a little more on the ever-present US election news, including a quick 10-minute Audio commentary. (Warning: The tape sounded scripted to me…soooo… maybe don’t listen to it while driving or operating a backhoe. There’s a good chance...

January is prediction month. It’s cold! Hauling out the garbage this morning, that biting -39 Celsius nearly froze my face right off in seconds. Chilling relations -- the political-economic newsfeed has potential to get as weird this year as it’s been...