The ECB is expected to cut overnight rates 10 bps to -0.5% and extend their QE bond buying program at this week’s meeting. Outgoing leader Mario “Whatever it Takes Bazooka” Draghi is being replaced by Christine “Whatever it Takes TBD” Lagarde next month. The debate
President Trump is not likely going to get a trade deal with China before the next election. He basically told us that on Friday, and it’s confirmed my market chatter today. What’s plan B? Currency wars. In studying the 1987 stock market crash, there we
Basic economic analysis looks at the relationship between demand and supply. There are two major ways prices move higher. And increase in demand (the good way) and decrease in supply (the bad way) in terms of the outlook for the energy sector. Back in 2014,
You no doubt have heard in recent weeks that the US Federal Reserve has shifted their bias from raising rates to cutting rates—perhaps aggressively as early as next week. How fragile is the global economy if the Fed needs to consider cutting rates while the
As a global relative value or growth at a reasonable price investor, I’m always looking around the world for the best potential returns adjusted for risk. One of the formulas I use for calculating return relative to risks consists of 3 parts. Capital Gain\Loss potential
One of my favourite TV personalities is Fareed Zakaria, host of GPS on CNN. In recent weeks he has taken on central banks and the bankers that “fixed” the world. Here’s why I think that while we are not out of bullets, the economy has
The public discourse around the fact that the coffers are bare needs to happen. I’ve been saying here on Berman’s Call and in my presentations for the past decade the “unfunded liability” of the promises is a dire problem that will bankrupt governments. I now
On this #AprilFoolsDay it’s no joke that carbon taxes are here Canada. They won’t work at all. They will just make life more expensive. Read what Bill Gates is doing about it. Science will solve the climate challenge, it’s clear where investments need to be
If you haven’t heard me say this 100x before, or are just tuning in to hear what yet another one of these “talking heads” thinks is sure to happen in markets – let me disappoint again – NO ONE KNOWS what will happen next in
Seasonality is often an important consideration in your asset allocation. So far in 2018, the seasonal pattern has not held at all. The market was strong in January, August and September, where history suggests weak markets. So far in Q4 that is an historically strong