Blog

Energy Markets: Our Current Thinking - Dan Lloyd, Portfolio Manager

Andrew McCreathJanuary 10, 2021Comment

Bank of Canada's balance sheet

Andrew McCreathDecember 14, 2020Comment

U.S. loan demand from small cap banks remains weak

Andrew McCreathDecember 14, 2020Comment

Investors continue to buy a lot of call options........

Andrew McCreathDecember 13, 2020Comment

Small cap stocks continue to outperform large cap stocks

Andrew McCreathDecember 13, 2020Comment

Speculators still short the US dollar

Andrew McCreathDecember 11, 2020Comment

IPO Mania...

Andrew McCreathDecember 11, 2020Comment

Canada: Household credit as % of Disposable income hits 170.7%!

Andrew McCreathDecember 11, 2020Comment

Gold should gain support from negative-yielding debt reaching a new high

Andrew McCreathDecember 11, 2020Comment

While gold stays above its 200-day, gold stocks are struggling a little more

Andrew McCreathDecember 10, 2020Comment

Nominal US Yields not rising despite rising breakevens

Andrew McCreathDecember 10, 2020Comment

WTI Strip hits post-COVID high

Andrew McCreathDecember 10, 2020Comment