Monthly Archives: June 2019

High fees and risky bets not in best interests of Canadians

Andrew Coyne points out some startling figures about the Canada Pension Plan on which the majority of Canadians depend for retirement income.  See Canada Pension Plan gets lucky with active management, for now. Here are some key takeaways: Switching to … Continue reading

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Corporations biggest net buyers of stocks since 2014

Who in the world has been buying stocks at increasingly speculative-grade valuations over the past five years?  As charted below, the biggest net buyers have been public corporations themselves as management used liquidity driven by central banks to buy back … Continue reading

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US Recession already started? Beware ‘defensive’ stocks

Economic weakness is already global and very likely to be measured as recessionary in backward-looking assessments months hence. Falling revenues globally are intensifying a cash crunch and drawing capital flows out of emerging markets and currencies and into the most … Continue reading

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