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Category Archives: Main Page
Canadian insolvencies at 15-year high and rising
According to the latest Canadian Association of Insolvency and Restructuring Professionals, 2024 saw a 15-year high in Canadian business and consumer insolvencies—about 375 daily. The group expects pressure on companies and consumers to continue in 2025 amid threats from potential … Continue reading
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Starting points matter most of all
How long the Trump bump will continue in stock prices is everyone’s guess. Still, great expectations increase room for disappointment, and nothing matters more to long-term investment returns than the level of fundamental valuation at the starting point. Donald Trump … Continue reading
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Hunt: Global capacity under-utilization leading unemployment higher
Hoisington Management’s Fourth Quarter 2024 Review and Outlook is now available at this link. Always worth a mull. Here’s the main takeaway: “…fundamental determinants of inflation indicate the prospects for slower price increases are even more significant than in any … Continue reading
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