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Experts Column

In search of the elusive inflation surge

07/18/2017 7:08 p.m.

We are pleased to announce a research report: "In Search of the Elusive Inflation Surge". Questions and comments are always welcome. You can contact me at 604-724-8404 or cam@pe... Full Story

A mid-year review of recession risk

07/11/2017 7:19 p.m.

The issue of recession risk is important to investors because every recession has been accompanied by an equity bear market. We believe it is time to review our assessment of recession risk for the American ... Full Story

4.25-The Morning Call: Questionable Delights in the Garden of Right and Wrong.

04/25/2017 8:13 p.m.

We feel horrible to be Right. The day after the Election we suggested to anyone who would listen that the Softwood lumber was coming back.Today's Canadian Business newspapers are full of the Details. At ... Full Story

4.11-The Morning Call:What Doesn't Go Down, Goes Up.

04/11/2017 7:11 p.m.

The Morning Call will be off the Air for an extra long weekend. We are going to London and will be back and writing on A... Full Story

4.10- The Morning Call: Line in the Sand or Russian Roulette? Mr Market doesn't care.

04/10/2017 7:13 p.m.

We were out of town and in Transit when we heard of Trump's Syrian raid. We held our breathe. The timing looked too good to be True. Worst Approval ratings ever. That would change. About to meet China fo... Full Story

4.7- The Morning Call: When Asked which general to promote Napoleon supposedly said"The Lucky One".

04/09/2017 6:12 p.m.

Some people have it. The luck of the Irish. Syria handed Trump the opportunity to do something that everyone will support. Bomb Syria. Assad must be an Idiot.Trump couldn't have asked for a better card. ... Full Story

4.6-The Morning Call: All In or All Wrong?

04/06/2017 8:34 p.m.

The Title should have Been: All In or All Wrong? The headlines read that the Smart money is All Short. The commitment of Traders (COT) shows that the Speculators are Long. Record, All Time High Longs.The ... Full Story

4.5-The Morning Call: who cannot remember the past are condemned to repeat it.

04/05/2017 7:27 p.m.

There's lots we don't understand. Why is Trump trying to revive the Healthcare Fiasco. The market wants him to cut Taxes. They need to see a Repatriation Pathway. But, the bottom line would seem... Full Story

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