Category Archives: Behavioural Finance

Why is Inflation So Soft While We Are at Full-Employment?

In 1977, Congress amended the Federal Reserve Act, directing the Board of Governors of the Federal Reserve System and the Federal Open Market Committee to “maintain long run growth of the monetary and credit aggregates commensurate with the economy’s long run potential to increase production,

Crude and Late Economic Cycles

Last week we had a look at late cycle base metals outlook. We have not done a deep dive on our long term energy outlook for a while. We thought that it would be timely this week with heightened focus on OPEC, Russia, and Venezuela

Metals and Late Economic Cycle

In keeping with this week’s PDAC conference, I thought I’d take a look at base metals ETFs. It’s a sector that is extremely cyclical and can be hot or not for extended periods. The first global base metals ETF was (XME) the SPDR (equal weight)

What If the Market Makes a New High?

A few weeks back I highlighted a hand full of New ETFs that were featured at the Inside ETFs Conference. Today I wanted to do a deeper dive on the Innovator defined outcome ETFs. I mistakenly called them ETNs two weeks ago. They are ETFs.

Back to the Mine: Hidden ETF Gems 2.0

One of the presentations I’m looking forward to later today at the Inside ETFs conference is called the hidden gems. Presenters have been invited to show their best ideas in a rapid-fire segment that will leave you with fresh ideas for your portfolios. There are

Fixed Income: Active vs. Passive ETFs

This week we talk to Barry Allan, President, CEO Chief Investment Officer and Founder of Marret Asset Management (a subsidiary of CI Financial) and manager of the First Asset Enhanced Government Bond ETF (FGO). There are several asset classes where it just makes more sense