The Shorts and Shortcuts to Thinking

“Who hate short shorts We hate short shorts They’re such short shorts We hate short shorts Who hates short shorts We hate short shorts.” The Royal Teens had a variation on this bubble gum ditty (above). It peaked...

Our Biggest Economic Blind Spot

The markets are continuing to react to the headlines – the good and bad – as the summer’s slowdown in first-team participants is making it easier for the algorithms to move the averages. Case in point: As we...

The wave may be breaking, but don’t throw your shares overboard

Those concerned about the end of the bull run should consider building up a cash buffer rather than quitting the market entirely. Choppy waters: when leading investors such as Warren Buffett appear to be gearing up for a...

When “Trade War” Means “Effective Negotiations”

The recent good news about China has been hidden by all the “tariff war” media antics. Yup, it looks like China will be running out of room on the board soon – I’ll explain more about that below....

No need for oxygen yet…but be a little wary

It’s a while since I wrote anything about Canada. Thought it would be a welcome change from all this Brexit navel-gazing. And as luck would have it I’m just back from a 23-day trip there. Part of my...

Who Dares Wins

You can blame the calendar if you start to feel a flood of boredom once the corporate earnings announcements end. Just remember that this is the haziest of the summer months and has a reputation for volatility. And...

Don’t worry about the future

Having read about the court case involving a client that ordered a Chechen hitman to murder his financial adviser I should maybe start writing these under a pseudonym. Apparently you can do such things on the “dark web”...

Business is Moving Higher & Higher…

Reports continue to suggest that the world is moving along just fine if you can ignore the noise. Maybe a summertime media detox is in order here. Case in point, in the American Midwest it's been really busy...

Musings from Mahone Bay

It’s a while since I wrote about Atlantic Canada. So I hope you will be gentle with me as I try (for the first time) to write with one finger a LFL on my iPad. Fran and I...

Making Media Sandcastles from Market Molehills

As expected, July’s market headlines continue to roar along like angry lions even as volumes are withering on the City and Wall Street vine. Well, at least those driven by actual humans. The black boxes and algorithms will...