Monthly Archives: April 2021

Bullish consensus helps off-load junk to undiscriminating buyers

Posted on April 12, 2021 by Danielle Park

A few recent charts, courtesy of DailyShot.com, offer clarity on where we are in the present financial cycle. According to data from BofA, central bank and government injections (backed by taxpayers) encouraged more than half a trillion dollars to flood … Continue reading →

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Markets on fire

Posted on April 11, 2021 by Danielle Park

This is the front cover of the local Barrie Advance paper delivered to our driveway yesterday morning.  Wowza!! Then again…the Canadian stock market is up 69% in the past year (if you measure from the crash low in March 2020).  … Continue reading →

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Peak inflation expectations, are we there yet?

Posted on April 9, 2021 by Danielle Park

After a 4% decline for Treasury Bonds in the first quarter–the biggest quarterly loss in 41 years (as shown below in blue)–the consensus sees only more of the same.  Very few expect higher treasuries/lower bond yields over the next 6 … Continue reading →

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