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Daily Archives: February 24, 2015
Bloated Canadian finance shares looking queasy
Despite all the usual consensus happy talk, selling pressure has been dominating Canadian bank shares since last June, when the price of oil began to tank in earnest. Here is a one year portrait of the finance sector ETF (XFN). … Continue reading
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When excessive debt deflates growth
Lacy Hunt’s Hoisington Review is something I look forward to each quarter. The latest 4th quarter 2014 review can be seen here. Hunt recently taped a discussion with Gordon Long which offers some worthwhile historical context and can be seen … Continue reading
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The price of monetary madness
In a world where growth is scarce and prospects aren’t improving, an unspoken currency war has broken out. The short term pay-off might be a boost in exports, but, according to Bloomberg View’s Mark Gilbert, there can be no real … Continue reading
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