The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be ...
Housing mean reversion is hurting jobs and economic activity. Home markets are floundering in many US cities, too.
Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we ...
Extremely interesting historical perspective in this discussion; worth a listen.
The investor emotional cycle has not been repealed, and we now have emojis to help express it.
Our month-end letter for January discusses the links between private equity, private credit and elevated financial risks for the rest of us. The segment below offers a primer. Opacity and complexity ...
In June 2022, Canada’s Cullen Commission concluded that weak oversight of casinos in British Columbia enabled widespread money laundering by organized crime, with clear links to broader financial ...
Far-reaching, worthwhile discussion in this segment.
For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...
Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries ...
Trading-driven investment bank profits are thriving even as consumer sentiment and labour markets remain weak. See Capital markets, wealth drive earnings for Canada’s big banks: Canada’s big banks ...