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
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
The after-tax income of the top one per cent would rise by 7.5 per cent in 2018 under the bill’s provisions, according to several estimates The bottom 80 per cent of the income distribution would see their after-tax income increase by between 0.8 per cent
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
Paul Tudor Jones, a prominent U.S. hedge fund manager who made his claim to fame calling and profiting from the 1987 stock market crash, is now putting his money behind a burgeoning sector: ethical investing. Mr. Jones is backing a not-for-profit firm called JUST Capital,
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
The most dramatic move in any market over the past few months has to be the 10% rally in the Canadian Dollar. A few months back we introduced you to our three favourite indicators to show you why we were completely hedged in our US
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
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
The shape of the yield curve tells us a lot about investor expectations about the future. As of Sunday night, the odds the FOMC raises the overnight rate was 97 per cent according to the derivatives tied to the Federal funds rate. In fact, that