Category Archives: Main Page

This asset bust combines the worst of the 2000 and 2008 cycles

Since its peak at the end of 2021, nearly $8 trillion in market cap has been knocked off the S&P 500 alone.  This comes with a 24% loss in the average NASDAQ stock and a 55% drop in Bitcoin, not … Continue reading

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Bear market update

Worthwhile discussion in this segment in terms of the bear market progress and sentiment to date and the value of cash in softening portfolio declines and preserving liquidity. Even though both the stocks and bonds have had a dismal start … Continue reading

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VRIC 2022

I’m honoured to be part of the Vancouver Resource Investment Conference macro speaker roster tomorrow.  Another excellent event organized by Jay Martin and Cambridge House.  Tickets, the full agenda and speaker list are available here.  Video recordings will be available … Continue reading

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