Two nays and a yea. There’s little doubt that the two most important developments in the financial markets over the…

Japanese blue chips trade at steep discounts vs. their US comps. Also, many are working to improve profitability.

This cycle unemployment and the population % not in workforce have diverged, the latter will hinder future growth.

Lower gas prices have certainly stimulated driving, clearly indicating rising demand.

The degree to which speculators are betting against oil may mean a rally is looming.

Click here to veiw this week’s Insights.

25 years in Sibera. In the late 1980s, I became convinced the Japanese stock and real estate markets were engulfed…

25 years in Sibera.  In the late 1980s, I became convinced the Japanese stock and real estate markets were engulfed…

In US dollars, CAD REITs have lagged US REITs by 42% since 2012. With a 2% yield pickup, REITs up…

At our 2015 Annual Outlook event, we announced Grant Williams as a new member of our firm as Strategic Advsior.…