Category Archives: Main Page

Copper and Canadian stock market: siamese twins

With copper off more than 2% to start this morning on news that Chinese manufacturing is still contracting, it is instructive to remember the extreme correlation between the Canadian stock market and the price of copper over the past few … Continue reading →

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Economic recovery & corporate profits, 2011 redux?

Discussing whether the American economy has turned a corner and the importance of corporate profits on GDP, with David Rosenberg, Gluskin Sheff + Associates and Richard Bernstein, Richard Bernstein Advisors. Steve Leisman’s usual nonsense aside, the perspective on recent market … Continue reading →

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After all the hype-the truth speaks for itself

Goldman, that gold standard of wise advice, issued a new report today arguing that equities are the epic buy of a “generation”. This is no surprise from the Muppet masters, as they have been pumping and dumping on an unsuspecting … Continue reading →

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