Follow
____________________________
Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
____________________________
Danielle’s Book
Media Reviews
“An explosive critique about the investment industry: provocative and well worth reading.”
Financial Post“Juggling Dynamite, #1 pick for best new books about money and markets.”
Money Sense“Park manages to not only explain finances well for the average person, she also manages to entertain and educate while cutting through the clutter of information she knows every investor faces.”
Toronto SunSubscribe
[email-subscribers-form id="1"]
This Month
Archives
Log In
Monthly Archives: August 2020
DiMartino Booth on a ‘generation of painful liquidations’
Thinking people know that present financial conditions are a train wreck in motion and controlling our own behaviour is the most valuable risk management available. An excellent essay from former Fed-insider, now independent analyst, Danielle DiMartino Booth, is a helpful … Continue reading
Roach: America’s coming double dip
Economist Stephen Roach’s latest piece in Project Syndicate is worth reading, see America’s coming double-dip. The fallout will not be contained in America. Here’s a taste: The daunting history of the US business cycle warns against complacency. Double dips – … Continue reading
Compounding costs from COVID likely to weigh for years
Studies show past major pandemics led to higher wages for survivors. However, fatalities from COVID-19 have, so far, been highest among the elderly, so it’s unclear what impact that may have on the labour force. On the other hand, new … Continue reading