Commentary

March 2020 Market Commentary: “Ongoing Unknowns”

This commentary explores the ‘Ongoing Unknowns’ as it relates to COVID-19, as well as a bigger picture look at the last 2 decades and the decade ahead. ...

Should Investors Heed the Message of the Markets?

We have a big economic calendar featuring employment news and the latest ISM survey. In normal times, observers would be parsing the data to adjust their economic and earnings expectations. Next week few will care. The market ignored last week’s reports and there is no reason to expect a change to ...

European open – COVID-19, PMIs, gold, oil

Nerves Being Tested European stocks are expected to open in the red again on Friday, weighed down by various corporate warnings and new coronavirus cases outside of China, including one fatality. Source – Thomson Reuters Eikon Perhaps the reality of the situation is starting to hit home for i ...

Changes to the Market Forecast

The Lazard Multi-Asset team details their views over the next six to 12 months. While the United States-China Phase 1 trade agreement and the United Kingdom’s exit from the European Union have reduced near-term uncertainty and improved sentiment, the coronavirus outbreak in China could have a noti ...

Latam FX in tight range, stocks rise as investors reassess risk

Stocks in Latin America traded higher on Wednesday, while currencies remained stuck in tight ranges against a stronger dollar, as investors reassessed exposure to riskier assets amid an ongoing coronavirus outbreak in China. MSCI’S index for Latin American stocks rose 0.4%, rising for the second ...

Why isn’t everyone a value investor?

According to popular belief, value investors would like to buy shares in companies that trade at low price-to-earnings (P/E) and/or price-book value of equity (P/B) ratios. This so-called “naive” value investing approach assumes investors buy all low-priced (in relation to fundamentals) stocks ...

These Are the Goods

Articles Analysts have the second highest set of future earnings expectations for growth stocks since 2000. By Patrick O’Shaughnessy Expecting companies to sponsor retirement plans is like demanding that a dog dance; it may comply, but neither well nor happily. By John Rekenthaler The economics wo ...

Gold and Silver 2020 Macrocast - Craig Hemke (07/01/2020)

January 07, 2020 The year 2019 unfolded just about as we predicted in our annual look-ahead post entitled "2010+9". And that's nice. But it's all for naught if we fail to correctly forecast where we go from here. With that in mind, here's a first look at what to expect in 2020. These annual forec ...

SPX -- Notes

SPX is positive but is overbought, overvalued and hyper-extended long term.Primary monetary liquidity measures positive and accelerating.Earnings indicators -- Currently flat to down. Forward view suggests return of positive profitsat some point in 2020.SPX earning power in 2020 estimated at $170.F ...

Spark Power Advances USA Growth Strategy with the Addition of One Wind Services to the Spark Power Group of Companies

OAKVILLE, ON, Nov. 1, 2019 /CNW/ – Spark Power Group Inc. (TSX: SPG), parent company of Spark Power Corp. (“Spark Power” or the “Company“), is pleased to announce the acquisition of One Wind Services Inc. and One Wind Services (US), Inc. (collectively, “One Wind“). One Wind is based o ...