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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.
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Monthly Archives: September 2021
Calling BS on carbon capture
F-bomb alert!! The language and content in this clip may offend some listeners. For those tired of status quo spin and nonsense, however, the calling of bullshit is refreshing. The Australien Government has made an ad about Carbon Capture and … Continue reading
“In 2021, the crazy is alive and well in the private and the public markets.”
This weekend brought some excellent market perspective in the Globe read The Death of Profit: Why investing feels broken and markets no longer make sense. Here’s a taste: It’s now not only acceptable for a company to bleed money as … Continue reading
The Great Disruption – Rethinking Energy, Transportation, Food & Agriculture
Over the next eight years, simultaneous disruptions will transform the energy, transportation and food production industries all at once. This has massive implications for the world and especially for resource and auto-centric economies like Canada! This recent update from ReThinkx … Continue reading