by Mark Bunting | Mar 17, 2022 | Big Picture, Blogs, Canada, Investing, Top Ideas, United States
The bond market usually gets it right. And it’s saying Jerome Powell and his crew at the U.S. Federal Reserve may have already made another policy mistake. The first was to not recognize that inflation in the spring of 2020 was starting to take flight. It was...
by Uncommon Sense Investor | Nov 23, 2021 | Banking, Big Picture, Blogs, Financials, Investing
Much was made in the mainstream financial media of a pending Lehman-like crisis when Chinese property developer Evergrande was reportedly on the verge of collapsing under the weight of its something like $300 billion debt pile. Well, the Chinese regime has managed to...
by Mark Bunting | Oct 29, 2021 | Big Picture, Blogs, Canada, Investing, Media, Stocks, United States
Far be it from me to bite the hand that used to feed me. But a headline last Friday morning on BNN Bloomberg perplexed me. While the network was interviewing Karl Berger of Cidel Asset Management, someone I’ve interviewed and respect, it displayed a banner...
by Mark Bunting | Oct 8, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Videos
In the penultimate video of our Investment Series, Som Seif and John O’Connell give advice to a viewer who asked how to position his portfolio for a rising interest rate environment in an expensive stock market. They discuss active strategy, short...
by Mark Bunting | Oct 7, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Videos
We established in a previous video in our Investment Series why a 40 per cent bond weighting in a portfolio is the “stupidest and worst” strategy an investor could deploy. Som Seif’s words, not ours, but you get the point. In this segment,...
