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Posted on November 16th, 2010 by Scott Mazi

In October, the Canadian bond universe continued to march along with another positive return for the month, albeit a rather modest one.  The overall DEX Universe Bond Index returned 22 basis points in October, pushing the year to date (YTD) return to nearly 8%. The short and mid portions of the curve outperformed while the […]

Posted on October 27th, 2010 by Barry Schwartz

Q3 earnings season has gotten off to a great start.  According to Zacks Investment Research, 128 out of 159 S&P companies have delivered positive earnings surprises. And yes, we are seeing revenue growth.  Excluding financial companies, revenue is up 10% year over year.  For the full year, S&P firms should earn around $80 in 2010, […]

Posted on October 7th, 2010 by Barry Schwartz

It may be hard to hear it over the sound of the printing presses, but it’s coming and you must be ready to protect yourself.  From gold to oil to copper and even cheese, commodity prices are going higher as investors get a sense that QE part two will lead to a drop in the […]

Posted on October 6th, 2010 by David Baskin

Every ten years or so gold makes it into the headlines.  Usually the gold bugs have their brief time in the spotlight and then disappear again for an extended period.  Believers that economic Armageddon is close at hand always tell us that “this time is different”, as they are telling us now.  Gold has hit […]

Posted on October 1st, 2010 by David Baskin

If nothing else, the market crash of 2008 demonstrated the concept of risk to investors in a very dramatic fashion.  When some equity portfolios fell 50% in a matter of ten weeks or so, even the most adventurous stock buyers became conservative.  As the old saying goes, there are no atheists in fox holes.  What […]

Posted on September 24th, 2010 by Michael Keaveney

“Fundamentally, they’re cautiously optimistic that the economy will muddle through the new normal.” Last night, I attended the Toronto CFA society’s annual forecast dinner, which featured economic and investment predictions from two prominent professionals: Patricia Croft, Chief Economist of RBC Global Asset Management and Robert Doll, Vice-Chair of BlackRock Inc. The first line of this […]