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Monthly Archives: January 2015
Next black swan candidate: financial shares?
Investment banks have been instrumental in driving investor capital and leverage into the energy sector the past few years. For an excellent primer see: How Wall Street Drove the Oil & Gas Drilling Boom that’s Turning into a Disaster. First … Continue reading
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Inmates running more madness out of the ECB
More ego-filled, empty promises and ‘good money after bad’ policies out of the ECB today. Starting in March, the Central Bank is planning to buy 60 billion euro ($70 billion) private and public bonds per month, until at least September … Continue reading
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Repricing financial assets for the new world order
Danielle in conversation at the Vancouver Resource Conference on Monday. Here is a direct video link. Here is an updated version of Cory’s TSX sector chart that I reference in this interview. As the Canadian stock market rallied yesterday on … Continue reading
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