Category Archives: Behavioural Finance

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

Bitcoins vs Tulip Bulbs

Tulip bulbs were once a store of value. Their value was determined by their beauty and what the next person would pay for one. They can die (and can be mined so to speak), which was a troubling sign, but they never had stable demand…

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

Seasonal Bottom Due This Week: What to Expect

A few times per year, seasonal investing is very important to consider. This week historically marks a bottom potential for U.S. large caps (S&P 500). Of course, this year, the seasonal weakness that we typically see in Q3 did not materialize. There was about a