by Mark Bunting | Dec 16, 2022 | Blogs, Canada, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States
Chick-fil-A makes more in annual sales per restaurant being open six days a week than McDonald’s does in seven. That’s according to Hedgeye Risk Management Consumer Staples analyst Daniel Biolsi. Most people wouldn’t know that fact because...
by Mark Bunting | Dec 13, 2022 | Big Picture, Blogs, Financial Planning, Investing, Stocks
What are advisers to high-net-worth clients telling them about what to expect next year and how they’re positioning their portfolios? We have a look at what a strategy team of a private bank is saying about the probability of a recession, and which sectors and...
by Mark Bunting | Nov 29, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, Videos
You may or may not have been caught up in the FTX cryptocurrency implosion but what’s certain is that financial frauds are as old as time and they’ll never be stamped out. Every go-go era, once the tide goes out, has its share of frauds, each one...
by Mark Bunting | Nov 22, 2022 | Big Picture, Interviews, Investing, Stocks, Top Ideas
John O’Connell on current stock market activity, where to find value, and all that cash on the sidelines being put to work. ** Related stories: Glass Half Full As Consumers Keep Spending & GDP Remains...
by Mark Bunting | Nov 18, 2022 | Blogs, Disruption, Investing, Stocks, Technology, Top Ideas
There’s going to be a deficit of copper globally by 2030 of about eight million tonnes, according to a recent study. One CEO told me recently there’s currently only about five days of copper supply on the global market. This is as the world inexorably...
