Category Archives: Main Page

A sober look at energy and finance-dependent TSX

Posted on December 8, 2014 by Danielle Park

As we have written frequently in the past, the Canadian stock market is precariously concentrated in its over-valued energy and finance sectors today. With both in a much deserved mean reversion phase, the TSX has completed a rapid round trip … Continue reading →

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Giving to get and building value: what extractive thinkers miss

Posted on December 8, 2014 by Danielle Park

Extending the dialogue from James Montier’s excellent article discussed here last week, The world’s dumbest idea., we reference the inspiring story of SAS as a worthy corporate leader that has built extraordinary value for all its stakeholders: customers, employees and … Continue reading →

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Market internals giving up on the QE dream

Posted on December 5, 2014 by Danielle Park

Energy investors have found themselves in a nightmare the past few months (black arrow below). It is the same nightmare that materials and mining investors (green, blue and brown arrows) have been living through since 2011 as global demand turned … Continue reading →

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