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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...

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The 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...

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Bad 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...

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China: 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...

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QE3 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...

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Global 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...

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Two 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...

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Is 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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