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By Frank Holmes |
May 7, 2013
During the first week of May every year, the maxim “Sell in May and go away” gets taken out, dusted off and powered up as a reason to sell stocks. Here are reasons to leave it in storage this year.
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By Adrian Ash |
May 6, 2013
Athens' strikers burnt a giant picture of Angela Merkel dressed as Hitler. Students in Washington threw bags of urine at each other. But in the Eccles Building? "Fiscal policy is restraining economic growth," said the Federal Reserve.
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By Alasdair Macleod |
May 6, 2013
Regular readers will know I am in the inflation, possibly hyperinflation camp; but there are those that think the future is more likely to be deflationary.
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By Frank Holmes |
May 3, 2013
Sometimes following where money is being invested is a solid course of action to gain alpha; other times, a better opportunity lies in going the opposite direction, i.e., thinking contrarian.
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By Alasdair Macleod |
April 29, 2013
There is a new campaign to end austerity. First, the IMF lets it be known it has second thoughts about it; then we are told the threshold of 90% government debt to GDP that must not be crossed, set by Professors Reinhart & Rogoff, is based on an Excel spreadsheet...
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By Mark Leibovit |
April 26, 2013
Midday review of financial, commodity and Canadian markets.
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By Tom Armistead |
April 25, 2013
Whether the topic is peak oil, climate change or commodity bull markets, Jim Letourneau tends to take the contrarian position.
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By Mark Leibovit |
April 25, 2013
Stocks higher on support from continued better-than-expected earnings. A supportive factor this morning was the stronger-than-expected UK Q1 GDP report.
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By Tom Armistead |
April 24, 2013
Atticus Lowe was among those who saw more smoke than fire in the fevered puffery of the shale industry's promoters. With an established track record now, the industry has proved its potential for him, and he is bullish on gas over the long term.
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By Toby Connor |
April 17, 2013
As I have been saying for over a year now, the dollar will not make new highs, and it will collapse as the consequences of QE infinity ultimately take their toll.