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Why We Like Credit

09:10am, Tuesday, 14'th Jul 2020
We like credit on a strategic basis as valuations compensate for default risks and we prefer credit over equities on a tactical basis.
OTTAWA, July 14, 2020 (GLOBE NEWSWIRE) -- Cornerstone Capital Resources Inc. (“Cornerstone” or “the Company”) (TSXV:CGP) (Frankfurt:GWN) (Berlin:GWN)...
Wealth managers are some of the many firms that have benefited from the Small Business Administration’s Paycheck Protection Program.

Monthly Newsletter - June 2020

10:27am, Sunday, 12'th Jul 2020
Most investors would say that a drop of less than 5% for the S&P 500 is no big deal over half a year, nor is the less pleasant but not extraordinary drawdown of 9% for the TSX.
It is a bit hard to comprehend that twice, in the same year, I would be writing primarily the same article.

Weekly Commentary: Utmost Crazy

06:51am, Sunday, 12'th Jul 2020
China's Total Aggregate Financing expanded a much stronger-than-expected $490 billion in June, up from May's $455 billion expansion and 30% above growth from June 2019.

Week Ahead - Bring On Earnings Season

01:47pm, Saturday, 11'th Jul 2020
Next week sees earnings season get underway in the US, with the major banks all reporting on the second quarter and offering insight - if they have any - into the rest of the year.

Mutual Fund And ETF Flows Don't Favor Stocks

10:57am, Saturday, 11'th Jul 2020
Investors' actions indicate stocks have not been at the top of their buying list for a year and a half.

Epochalypse Now: How Deep Is Your Depression?

10:13am, Saturday, 11'th Jul 2020
We are nearing that mid-point in July when I said we would start to see the news turn from euphoria-inducing reopening positives to depression-developing realism.
If your US equity strategy is posting a gain this year, there's a good chance that the key driver is a hefty allocation to either the large-cap growth or momentum factors.
The labor market still needs healing, but payrolls are up 8 million in two months. The stay-at-home mandates and business shutdowns caused a severe economic con

Money Moves Markets, But Not If It's 'Locked Up'

10:03pm, Thursday, 02'nd Jul 2020
The Fed has stopped growing its balance sheet. This has always put downward pressure on the stock market until the government deficit increases (increased debt)
Jane Street Group LLC purchased a new position in Liberty Broadband Corp Series C (NASDAQ:LBRDK) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commi
Axa lifted its position in shares of Consolidated Edison, Inc. (NYSE:ED) by 16.6% during the 1st quarter, HoldingsChannel reports. The firm owned 433,877 shares of the utilities provider’s stock aft

Profiting From Uncertainty

08:41am, Wednesday, 01'st Jul 2020
Global economic policy uncertainty is at an all-time high. This has historically cut capex and hurt valuations, but can also be used as a contrarian buy/sell in
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