Monthly Archives: January 2020

Real Vision: The economic undercurrent of a rallying stock market

Worthwhile discussion in this segment. Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense … Continue reading

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Return prospects are priced in whether we accept them or not

Every so often I receive angry messages from blog readers who insist I am wrong to be bearish of stocks and corporate bonds.  My first point would be, no one has to read my thoughts.  If one is confident in … Continue reading

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Danielle’s biweekly market update

Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets.  You can listen to an audio clip of the segment here. Note: Canada is today the largest exporter of … Continue reading

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