27 May
In many parts of the world such as the U.S. and just about any country that manages its currency (e.g. China, Latin America, Russia, OPEC nations etc) have seen inflation continue to climb. With inflation being so high and interest rates being low, the returns available on some fixed income investments (e.g. bonds) have a […]
Posted in Commodities, Energy, Inflation, Investor implications, Oil, gold, hedge by: arnie
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25 May
An investor faces investment opportunities from local as well as international sources. Buying a stock on a foreign stock exchange brings with it some additional foreign exchange risk as can be seen by the following example. Within North America, an investor sometimes has the opportunity to buy a stock that trades on both a Canadian […]
Posted in f/x risk, foreign exchange by: arnie
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04 May
Should North American investors be investing based on an economic environment that is recessionary or inflationary?
As mentioned previously, the US economy seems to be in a bull market as bad news (such as housing or employment stats) results in rising stock markets. If the market responds to bad news by pushing up the stock […]
Posted in Agriculture, Ben Bernanke, Commodities, Economics, Energy, Fertilizer, Housing, Inflation, Inflationary Policy, Manufacturing, Oil, Portfolio, Stagflation, interest rates, natural gas by: arnie
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22 Apr
Interest Rates:
Bank of Canada did as expected and cut interest rates by 0.50% Analysts are still expecting at least another 25 point cut at the next meeting.
Commodities:
Crude oil was up again setting another record high at $119 a barrel. China reported that Angola overtook Saudi Arabia as the top supplier of oil in the […]
Posted in Commodities, Housing, Oil, Portfolio, Stock Watch, interest rates, natural gas by: arnie
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