Recent Articles
April 10, 2015
Two nays and a yea. There’s little doubt that the two most important developments in the financial markets over the…
Price-to-Sales Ratio
Japanese blue chips trade at steep discounts vs. their US comps. Also, many are working to improve profitability.
Future growth hindrance
This cycle unemployment and the population % not in workforce have diverged, the latter will hinder future growth.
Surge in demand from lower oil
Lower gas prices have certainly stimulated driving, clearly indicating rising demand.
Speculators Bullish
The degree to which speculators are betting against oil may mean a rally is looming.
Weekly Insights
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April 3, 2015
25 years in Sibera. In the late 1980s, I became convinced the Japanese stock and real estate markets were engulfed…
Evergreen Virtual Advisor
25 years in Sibera. In the late 1980s, I became convinced the Japanese stock and real estate markets were engulfed…
Performance of US REITs versus Canadian REITs in USD
In US dollars, CAD REITs have lagged US REITs by 42% since 2012. With a 2% yield pickup, REITs up…
Meet Grant Williams, Strategic Advisor
At our 2015 Annual Outlook event, we announced Grant Williams as a new member of our firm as Strategic Advsior.…
China’s GDP forecasts for 2016 have been consistently cut
At the same time, the Shanghai composite is up over 80%.
Futures are bright
With MLPs yielding over 6%, and distributions growing 3-5% per year, we think future returns are bright.