By SIMON CONSTABLE
There’s inflation, and then there’s big, elevated, inflation, humongous out-of-control inflation.
And depending on which type you are fighting the impact on the economy will be different, new research shows. In America, the cost could be brutal. Read more here.
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By SIMON CONSTABLE
The gruesome civil war in Sudan might seem like a problem far from home, given the tiny size of the economy and its relative strategic importance.
However, the ongoing calamity, which shows few signs of abating, will, in all likelihood, impact the supply or prices of candy. Read more here.
By SIMON CONSTABLE
The price of oil is telling us something worrying about the global economy.
Despite recently announced production cuts by OPEC+ (The Organization of Petroleum Exporting Countries plus Russia), Brent crude oil prices continue to decline. Read more here.
In a recent interview with the Financial Post, Ontario Teachers' CEO Jo Taylor sat down with journalist Barbara Shecter to discuss Ontario Teachers' investment strategy and how the organization is finding opportunities in a challenging environment.
The article touches upon some of the issues affecting investors since early 2020, including the pandemic, economic turbulence and the Ukraine-Russia war. Despite these conditions, Ontario Teachers' continues to generate positive returns for its members. Last year while stocks and bonds fell in most markets, Ontario Teachers' had a one-year net return of 4%, almost double its 2.3% benchmark return. Its assets grew to $247.2 billion, edging closer to the goal of $300 billion in net assets by 2030. Read more here.
By SIMON CONSTABLE
Britain’s bureaucrats have done it again. They’ve helped snatch defeat out of the jaws of victory.
The decision by Britain’s Competition and Markets Authority (CMA) to quash Microsoft Inc’s planned takeover of video game maker Activision Blizzard
By SIMON CONSTABLE
Silver is headed to record levels within the next 36 months or so, according to a veteran commodities analyst. But when it happens, don’t expect shocking newspaper headlines. Read more here.
By SIMON CONSTABLE
Traders of stock index futures are now the most bearish on record. Its likely a good time to buy equities.
We know this because there are now more bearish bets by speculators on the S&P 500 E mini futures contracts than at any time since it began trading in 1998. That’s a quarter of a century ago. Read more here.
By SIMON CONSTABLE
The recent bank run and then failure of Silicon Valley Bank kicked off a mini crisis that’s already being made worse by the government.And it could even morph into a far worse downward spiral if Federal regulators don’t back off, according to a recent report.
“More penetrating government control of the banking industry will not change human nature,” states the research note from financial analytics company HCWE & Co. “What it will do is to degrade the economy by increasing the cost of banking.” Read more here.
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By SIMON CONSTABLE
By SIMON CONSTABLE
Some analysts are predicting positive returns for junk bonds this year after a dismal performance in 2022. Read more here.
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By SIMON CONSTABLE
The past six months or so have been rough for buyers of stock options. While the market has been volatile, it made no sustained move up or down, which is an especially tricky scenario for novice options buyers. Read more here.
By SIMON CONSTABLE
Jamie Dimon, possibly the world’s most influential banker, has proposed that the banking system needs better regulations. Based on what he wrote in his annual letter to shareholders its likely he and his bank, JPMorgan Chase, cannot lose. Read more here.
By SIMON CONSTABLE
It’s with great sadness that I learned Tuesday morning that Nigel Lawson died Monday. He was the force of nature that helped unleash the country’s latent capitalist instincts during the 1980s after decades of a post-WWII flirtation with socialism. The latter was an economic disaster. Read more here.
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