by Mark Bunting | Mar 18, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, United States, Videos
Russian President Vladimir Putin has made a “colossal mistake” and won’t survive long as his country collapses. That’s the opinion of John O’Connell in part three of our conversation. The Chairman, CEO & CIO of Davis Rea Investment...
by Uncommon Sense Investor | Jul 6, 2021 | Big Picture, Blogs, Investing, Technology, United States
There is a convincing counterargument to the belief the U.S. will experience runaway economic growth and corresponding inflation and higher interest rates. Instead, it may be highly likely that, like Japan and the Eurozone before it, and after pandemic stimulus wanes,...
by Uncommon Sense Investor | Jul 1, 2021 | Big Picture, Blogs, Investing, Stocks, United States
That was an eventful and interesting first half of the year in financial markets. Now on to the second half of 2021. Which regions and asset classes will perform the best, and how does the global recovery play out amid increasing concerns about the Delta variant of...
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 8, 2021 | Big Picture, Blogs, Disruption, Investing, Stocks, Technology
Add Mike O’Rourke, chief market strategist of JonesTrading, to the growing chorus of people warning of a market bubble. Jeremy Grantham is another one. He calls the market action an “epic” bubble. The co-founder and chief investment strategist of...