Food & Ag

Investing With Metaphors: These Three Are Giants!

A personal secret: investing with metaphors has always enlightened and disciplined me, helping me grow as an individual investor. One of the most fertile areas for applying this axiom has been car collecting since, much like investing, it’s never black and white. The reality is that both are ext ...

Tech Talk for Wednesday August 21st 2019

Pre-opening Comments for Wednesday August 21st U.S. equity index futures moved higher this morning. S&P 500 futures advanced 22 points in pre-opening trade. The Canadian Dollar added 0.14 to U.S. 75.35 cents after Canada’s July Consumer Price Index was released at 8:30 AM EDT. Consensus was an in ...

The Results Are In, Here Are The Winners And Losers

Monday will mark the end of my third quarter of performance for the Model Portfolio. I've easily surpassed the benchmark S&P 500 in each quarter and this last quarter was certainly no exception. The average return of the 10 equal-weighted stocks in this portfolio was 12.90%. The S&P 500 rose just 1 ...

Top Ten Issues For Direct Sellers Doing Business in Canada

Direct sellers (also known as network sellers) enter the lucrative Canadian market, often without asking questions about whether there are any Canadian laws they should know about. Canadians sign up as independent sales contractors and start to build their sales networks before all questions are as ...

Previous Bond Yield Inversions Saw Rising Commodities - This Time is Different

Editor's Note: This article was originally published in John Murphy's Market Message on Thursday, August 15th at 3:47pm ET. Everyone's talking about inverted yield curves. The 10 year - 3 month yield curve turned negative a few months ago. The 10 year - 2 year spread turned negative for a brief ...

Ball Corporation seizes on environmental awareness

A Member of Pat McKeough’s Inner Circle recently asked for his advice on a company that manufactures metal packaging for the beverage, food and consumer products industries while also owning an aerospace business. Pat notes that a growing number of the firm’s customers are now switching from gl ...

COMMODITY DECLINE SHOWS DEFLATIONARY TREND -- PREVIOUS BOND YIELD INVERSIONS SAW RISING COMMODITIES -- THIS TIME IS DIFFERENT

DEFLATIONARY COMMODITY TREND... My earlier message today showed that bond yields and stocks have been trending in the same direction for most of the last two decades. It further explained that deflationary tendencies around the start of the new century changed the bond-stock relationship that exist ...

Argentina’s presidential primary raises policy questions

Argentina’s presidential primary elections shocked investors Sunday when President Mauricio Macri suffered a major defeat against leftist politician Alberto Fernandez, whose running mate is controversial former president Cristina Kirchner. According to the official election results, Macri receive ...

August 13, 2019

Hostilities cooled in the trade war: The Trump administration on Tuesday delayed imposing a 10 per cent import tariff on laptops, cellphones, video game consoles and a wide range of other products made in China, in an abrupt pullback from a hard line stance on Chinese trade. The U.S. Trade Represen ...

You can’t train a great white shark – or control global trade

One of my all-time favorite movies is “Jaws,” an iconic American summer movie about a great white shark that terrorizes a seaside New England resort town. Maybe it’s because I like the musical score, or maybe it’s because I like hearing my last name interspersed throughout the movie (a part ...