Monthly Archives: January 2008

Why the dash to trash instead of cash

I am repeatedly asked why our firm believes in moving equity weights to cash if we get sells and no co-incident buys within our universe. Time and again people will point out that the vast majority of other managers or … Continue reading

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Next BNN interview: Tuesday, Jan 29, 9:20 a.m. EST

My next BNN spot will be tomorrow morning at 9:20 a.m. EST in Toronto. We will be discussing economic news this week and the next market developments we are watching. Archive video clips are now only sometimes available on the … Continue reading

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Korelin Economics Report: "How deep, how long this contraction?"

Many thanks to Korelin Economics Report for hosting me on their popular radio show yesterday. Al and company are truly first-rate. For those who missed the broadcast Saturday, you can catch the clip here.

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