Monthly Archives: April 2012

This chart gives a pretty fascinating big picture view of the Canadian stock market over the past 10 years as we work our way through this generation’s (debt-created) secular bear.  The fate of the global economy is now reflected in … Continue reading →

Jeremy Grantham’s Q1 2013 letter is a wonderfully honest reflection on the competing goals of a money manager to, on the one hand, protect clients from the certainty of loss in buying and holding over-valued assets, and on the other … Continue reading →

Excellent piece today by Simon Hunt on the state of global growth and likely developments over the next couple of years. The spending-on-debt bubble that has been a mainstay of, first the consumer credit bubble of the past 10 years, … Continue reading →