Monthly Archives: December 2014

Is the US Equity Market the Only Game in Town? Danielle Park, Partner & Portfolio Manager, Venable Park Investment Counsel, Grant Williams Senior Advisor, Vulpes Investment Mgmt / Things That Make You Go Hmmm … and John Kaiser, Kaiser Research … Continue reading →

Over the next 15 years, as populations continue to age and retire, bargaining power will increase for the smaller pool of skilled workers coming after the boomers. It sounds counterintuitive, but by 2030, many of the world’s largest economies will … Continue reading →

As oil revenues recede and jobs wobble, over-indebted Canadian households are extremely vulnerable. No wonder CMHC is downsizing, and Canadian bank shares (hideously over-valued) are falling… Consumer debt loads and house prices that could be as much as 30 per … Continue reading →