Time to ride the commodity bull
Author Cam Hui Posted: 30 Jan 2012 12:18 AM PST Long time readers know that I am a long-term commodity bull. Moreover, I have been writing on the theme of global healing for a few weeks. Despite last...
View ArticleThe energy bull still lives
Author Cam Hui Posted: 06 Mar 2012 Ambrose Evans-Pritchard recently wrote an article entitled Plateau Oil meets 125 Chinese cars, in which he discusses why oil prices haven’t fallen despite the anemic...
View ArticleBad news is bad news, good news is…
Author Cam Hui Posted: 09 Apr 2012 It’s always good to have a long weekend once in a while as it gives me time to think and reflect, rather than to react in a knee-jerk fashion to news. So what to make...
View ArticleChina: The long and short term views
Author Cam Hui Posted: 11 Apr 2012 Michael Pettis has a must-read piece on the long-term growth trajectory for China, in which he says that China will inevitably change its growth pattern, either...
View ArticleQE3 May Still Be An Option
Author Larry Berman Posted: 13 Apr 2012 re-posted from etfcm The gaggle of Fedspeak this week seems to support the notion that QE3 is still an option, but only if the data warrants. So the market...
View ArticleGlobal Debt Problems are Toxic and Likely to End Badly
Author Larry Berman Posted: 16 May 2012 re-posted from etfcm We have suggested the downside target for the correction phase is at least 1290, but we did think the 1340 area would initially hold—it has...
View ArticleTwo perspectives on the “French lion in the grass”
Author Cam Hui Posted: 30 July 2012 In this week’s essay, John Mauldin characterized France as the “lion in the grass”. He began with the comment that there are certainly lots of risks (lions) in...
View ArticleIs the secular bull market in Vancouver RE over?
Author Cam Hui Posted: 17 Mar 2012 I don’t generally comment on the local residential real estate scene, largely because the topic isn’t within the scope of this blog and I don’t have much in the way...
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