Category Archives: Geopolitics

The Case for Having US Dollar Exposure

There are several key factors all coming together in the next few weeks to months that should shape a somewhat bearish outlook for the Canadian dollar for the next year or two. Here’s a look at them: BANK OF CANADA (BoC) This week, the market

What are the Odds of a Melt Up Before a Melt Down?

Jeremy Grantham, co-founder of GMO LLC, one of Europe’s large value managers made the case last month that the final stage of the bull market could see a massive melt up. Grantham has studied all historical bubbles and is regarded as an expert in the

Larry’s 2018 Market Outlook

The tradition on Berman’s Call has been for me to use the last show of the year to forecast what I expect for 2018. Let me start off by saying, at the end of 2016 I was concerned about the risks building in the world

What’s Going On With The Canadian Dollar?

The Canadian dollar has been on a roller coaster all year. Early in the year, the message from the Bank of Canada was that the economy was not at full potential and continued to require extremely low interest rates. Coupled with this, the U.S. Federal

Assessing the Risk of a Market Correction

We finally saw a bit of volatility last week ignited by the tough talk between Trump and North Korea. Will this be the catalyst to ignite the next material market decline? Reading the “Tape” is not for everyone. It’s a skill that is fraught with

Webinar Replay: Smart Portfolios with Larry Berman

For those of you who missed Larry’s webinar on June 29th, or missed The Investor’s Guide to Thriving series this past spring (or if you attended but just want to see the presentation again) you are in luck! Below you will find a link to

A Look at Why The Federal Reserve is Bad for America

Last week we looked at the meaning behind the flattening yield curve. Despite the fact that the Federal Open Market Committee (FOMC) raised rates last week and was more hawkish than expected, longer-term bond yields actually declined versus the conventional wisdom that tightening Fed policy