by Mark Bunting | Feb 26, 2021 | Banking, Big Picture, Financials, Interviews, Investing, Stocks, United States, Videos
Surging bond yields are something investors have rarely seen the last three decades or so. But they’ve been on full display recently, which has sent stocks generally lower and prompted debate about what it all means. Are bond yields merely returning to more...
by Uncommon Sense Investor | Feb 19, 2021 | Banking, Big Picture, Blogs, Canada, Disruption, Financials, Healthcare, Investing, Stocks, Technology, United States
Could the inflation shock of the 1970s happen again? In a word, yes. But to see how that’s possible it’s important to understand why prices actually surged during that decade. Turns out many of the causes had their roots in U.S. government policy mistakes...
by Mark Bunting | Jan 9, 2021 | Banking, Big Picture, Financials, Interviews, Investing, Stocks, Videos
How is it that more and more big name investors such as Leon Cooperman and Jeremy Grantham are warning of a speculative bubble in the stock market while, at the same time, most strategists are confidently calling for further gains this year? These conflicting...
by Mark Bunting | Dec 31, 2020 | Banking, Big Picture, Financial Planning, Financials, Investing, Stocks, Videos
“If you’re buying bonds, you’re expecting the stock market or the economy to crash. You’re not buying bonds for income.” So says John O’Connell in the final instalment of our 2021 Lookahead conversation between the Chairman and CEO...
by Mark Bunting | Dec 18, 2020 | Banking, Big Picture, Blogs, Disruption, E-Commerce, Financial Planning, Financials, Healthcare, Investing, Stocks, Technology
Uncommon Sense Investor visitors continue to discover this article from deep in our archive. So, like a vintage song, we’re reposting it to our front page: Unless you’re a trader, the advice to investors from portfolio managers worth their salt is to own...
by Mark Bunting | Dec 5, 2020 | Banking, Big Picture, Financials, Interviews, Investing, Stocks, Videos
Banks haven’t exactly been charging higher along with most other stocks in the broadening bull market we’ve been seeing lately. They’re still bogged down by concerns about the continuing impact of the pandemic on their loan portfolios and ultra-low...
