Monthly Archives: April 2008

A Merrill Lynch report from David Rosenberg yesterday entitled Recession Roadmap gave us an exceptional overview of the current global economic situation. The piece is comprised of over 90 historical charts on a host of key metrics. With very little … Continue reading →

There has been a lot of pessimism about the economy over the past few weeks. Today was a big relief rally on news that some companies like JP Morgan and Intel had fared better than feared. For those of us … Continue reading →

I am off to Calgary this weekend to speak at the 2008 Resource Investment Conference organized by Cambridge House. I will be doing a presentation on current market cycles as well as taking part on 3 expert panels over Saturday … Continue reading →