Daily Archives: April 29, 2008

Ms. Park was the guest Portfolio Manager on BNN, Market Lookahead today at 9:20am. The clip is available for replay on line for a limited time after the appearance at www.bnn.ca.

Today the latest S&P/Case-Shiller Home Price Index fulfilled my expectations with an accelerated decline of -12.7% Y/Y in February, down from -10.7% Y/Y in January. The Composite-10 index was even worse at -13.6% Y/Y, down from -11.4% Y/Y in January. … Continue reading →

There has been a strengthening price cycle in hard assets over the past 8 years. In the past couple of years, as prices have doubled and tripled, many have been salivating over the double digit growth of China and India … Continue reading →