Category Archives: Main Page

Being a risk-conscious financial manager has rarely, if ever, been as difficult as today. So long as recklessness reigns supreme, historical perspective, valuation discipline and patience remain the most undervalued commodities.  This, too, shall pass.  In the meantime, those of … Continue reading →

Mean reversion is a historic constant…delayed but never avoided.  Good summary here. David Rosenberg, chief economist and strategist at Rosenberg Research, joins BNN Bloomberg to provide his thoughts on the bubble forming in the housing market. He says that we … Continue reading →

Last week’s overview discussion with macro analyst Stephanie Pomboy was far-reaching and non-consensus.  Food for thought.  Central banks globally have orchestrated trillions in monetary maneuvers with the aim of boosting asset inflation over the past year and have been very … Continue reading →