14 Jun: Transitory, transitory … (TWTW – June 7-11, 2021)

Is it any wonder some fear inflation could be a problem … This latest Chinese inflation reading: the highest in 12 years (9% ouch). That said, interestingly, US 10-year yields have actually been retreating lately … suggesting fewer worries here, respectively greater acceptance of that “transitory inflation” notion. Will that…

30 May: Commodity Super Cycle? Nope! (TWTW – May 25-28, 2021)

With many commodity prices having risen sharply in the past year, and the prospect of above-average economic growth spurred by excess(ive) liquidity, respectively pent-up demand, as well as earlier production curtailments, inflation data is continuing to capture its fair share of headlines. Pictures such as this one … obviously capture…

08 May: Priced-in Perfection? (TWTW – May 3-7, 2021)

Priced-in Perfection? (TWTW – May 3-7, 2021) This week had it all, in my books! WealthSimple (Simple if you are WealthSimple?) To wit – has Canada’s financial space gone “SPAC tactics”? Call Justin, someone, please! Ok, not Justin T, the PM, no, the Bieb! That’s probably now what it’s going…

03 May: Pandemic Backdrop: “Let there be Growth!”

Vanguard Canada is Canada’s 3rd largest (and sole independent one amongst the largest 3) ETF providers. As of the end of April 30, 2021, AUM across the firm’s ETF offered aggregates to slightly over CAD 38 Billion, up from marginally over CAD 25 Billion as of 12 months ago, an…