Monthly Archives: March 2021

Dimartino-Booth on inflation expectations and save havens

Posted on March 26, 2021 by Danielle Park

Worthwhile discussion. Join Ted Oakley’s interview with Danielle Dimartino Booth as they discuss the effects that central bank policy is having on stocks, interest rates, housing, and more.  Here is a direct video link.

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Remember: inflationary forecasts are needed for financial product sales

Posted on March 25, 2021 by Danielle Park

Being a risk-conscious financial manager has rarely, if ever, been as difficult as today. So long as recklessness reigns supreme, historical perspective, valuation discipline and patience remain the most undervalued commodities.  This, too, shall pass.  In the meantime, those of … Continue reading →

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Rosenberg: Canada’s home prices remind of US 2005-2006 bubble

Posted on March 23, 2021 by Danielle Park

Mean reversion is a historic constant…delayed but never avoided.  Good summary here. David Rosenberg, chief economist and strategist at Rosenberg Research, joins BNN Bloomberg to provide his thoughts on the bubble forming in the housing market. He says that we … Continue reading →

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