Monthly Archives: November 2012

Half a trading day in the US, has risk markets up on the lowest Black Friday volume since 2007. The same ‘two guys trading’ we have noted for many months now, as over-valued assets continue to repel serious investment capital. … Continue reading →

Danielle was a guest today with Phil Mackesy on Talk Digital Network discussing recent developments in the world economy and markets. You can listen to an audio clip here.

My base thesis the past 4 years, has been that the commodity sector hit a secular peak along with the consumer credit bubble in 2007-08. Since then, resource companies have struggled to downsize operations and costs fast enough to keep … Continue reading →