by Uncommon Sense Investor | Apr 8, 2022 | Blogs, Canada, Investing, Media, Stocks, United States
A pain trade occurs when a popular asset class or widely followed investing strategy takes an unexpected turn that catches most investors flat-footed, according to Investopedia. There’s an on-going pain trade right now that is up nearly 45 per cent in the last...
by Mark Bunting | Mar 8, 2022 | Big Picture, Blogs, Disruption, Investing, Stocks, Technology
Risk happens slowly, then all at once, the saying goes. And that risk goes hand-in-hand with volatility. We’re seeing that play out in real time lately as investors, including wrong-footed hedge funds, increasingly capitulate to the gravity occurring on the...
by Uncommon Sense Investor | Mar 7, 2022 | Big Picture, Blogs, Investing, Media, Stocks
Better late than never for Mike Wilson. Last fall, the Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, was bearish while the bull market kept raging. Then, in January, when cracks started to show in the stock market, Wilson was telling...
by Uncommon Sense Investor | Mar 4, 2022 | Banking, Big Picture, Blogs, Canada, Investing, Media, United States
This is ominous. Major run-ups in oil prices when put together with the U.S. Federal Reserve raising interest rates has caused a recession 100 per cent of the time over the last 68 years. That’s according to compelling research by Josh Steiner, CFA, Sector Head,...
by Uncommon Sense Investor | Feb 23, 2022 | Big Picture, Blogs, Media
The ramifications of Russia’s invasion of Ukraine for oil and especially natural gas could be far-reaching and last years. That’s according to David Frum, staff writer at The Atlantic, author of Trumpocalypse: Restoring American Democracy, and, in the...