October_10th_2012.mp3Economy ShanghaiedGlobal economic activity is the key to shift pessimistic forecasts to a more optimistic outlook.Shanghai Composite Index(Click For Larger Picture)The European crisis has toned down but

DEBATABLE OUTCOME

Oct 3rd, 2012

October_3rd_2012.mp3Debatable OutcomeU.S. Presidential debates begin tonight, television news reporters have pulled out all the same old supposed zingers from past U.S. presidential debates to warm up the audience for the imminent

EMOTIONS

Sep 26th, 2012

September_26th_2012.mp3EmotionsDespite recent strength in equities the "Mood" has been negative and most funds have extremely high cash reserves.Market Emotion Cycle(Click For Larger Picture)Markets have always moved on emot

HOME SWEET HOME

Sep 19th, 2012

September_19th_2012.mp3Home Sweet HomeA root cause of the economic upheaval was the housing market. Today both new housing starts and existing home sales were released for August with impressive results.Housing Starts(Click For

CHINA ENTERS THE 21ST CENTURY

Sep 12th, 2012

September_12th_2012.mp3China Enters the 21st CenturyImprovement in European and North American equity markets in the last few weeks is encouraging. The naysayers have now shifted their pessimism toward China.Total Electricity Co

TOO CLOSE TO CALL

Sep 5th, 2012

September_5th_2012.mp3Too Close to CallConfidence? It is hard to muster confidence in the economy when the fate of the World is in the hands of feuding politicians. But facts are building for an upward turn in Global Equities desp

DOLLARS AND SENSE

Aug 31st, 2012

August_31st_2012.mp3Dollars and SenseForeign exchange rates (FOREX) can make or break investment returns.Canadian Dollar - US Dollar(Click For Larger Picture)As Canadians we often value and compare products in Canadian dolla

ECONOMIC GROWTH

Aug 29th, 2012

August_29th_2012.mp3Economic GrowthPessimism runs rampant despite improving economic data. U.S. Gross Domestic Product (GDP) in the United States expanded 1.7 percent in the second quarter of 2012 stronger than earlier report of 1

A GOOD THING

Aug 24th, 2012

August_24th_2012.mp3A Good ThingCommodity prices have been steadily rising over the last two months. Is this a good thing, or bad?CRB Index(Click For Larger Picture)Rising commodity prices have the media and market pundits

BACK TO WHERE WE WERE

Aug 22nd, 2012

August_22nd_2012.mp3Back To Where We WereBack to where we were. The housing market which was a key factor in the economic melt down has stabilized and is up 10.4% year over year.Existing Home Sales(Click For Larger Picture)

GOLD CONSOLIDATION

Aug 15th, 2012

August_15th_2012.mp3Gold ConsolidationWhat goes up goes up must come down. I will be back after these messages with a discussion.Gold(Click For Larger Picture)Media and market participants often get caught up in the mood o

A POSITIVE NEGATIVE

Aug 8th, 2012

August_8th_2012.mp3A Positive NegativeMarket sentiment is at bearish extremes. Media reports continue to shock investors with re-takes of old news. European woes are of great concern but the markets seem to have discounted with re

OIL SPARK

Jul 18th, 2012

July_18th_2012.mp3Oil SparkIn the last 20 days crude oil has jumped 16% and could signify an economic turn while Global economic forecasts are in disarray.Crude Oil(Click For Larger Picture)Crude oil is volatile in the las

HIGH ROAD, LOW ROAD

Jul 11th, 2012

July_11th_2012(1).mp3High Road, Low RoadThe S&P 500 stock index has doubled from the lows set in 2009. Fear and bearish forecasts still surrounded equity markets. We are currently within 2% of 2011 highs high and 5.6% off our 2012

NATURAL GAS

Jun 27th, 2012

June_27th_2012.mp3Natural GasIn the last 2 months despite media reports of a bankrupt Greece and the suggested complete melt down of the euro zone along with rising tensions over Iranian nuclear development and Syrian suppression

BOTTOM IN RATES

Jun 20th, 2012

June_20th_2012.mp3Bottom In RatesInterest Rates on 10 year U.S. T-Notes have likely seen the lows hitting 1.44% on June 1st all rates could start to rise including mortgage rates.U.S. 10-year T-Note(Click For Larger Picture)

CURRENCY VALUATION

Jun 13th, 2012

June_13th_2012.mp3Currency ValuationCurrency levels matter, as Canadians we often value and compare products in Canadian dollars and U.S. dollars. CADUSD(Click For Larger Picture)In the last 5 years we have seen the Canadian

GAINING SUPPORT

Jun 6th, 2012

June_6th_2012.mp3Gaining SupportA month ago U.S. stocks were at a 3 year high, turn on a news report yesterday and media reports are disusing a crash.Dow Jones Industrial Average(Click For Larger Picture)Three years ago Marc

BULLISH/BEARISH SENTIMENT

May 23rd, 2012

May_23rd_2012.mp3Bullish/Bearish SentimentInvestors are at bearish extremes. Media reports of a bankrupt Greece and the possibility of their withdrawal from the Euro, a failed new issue of Facebook and the pending "Fiscal Cliff" c

GLOBAL MONEY SUPPLY

May 16th, 2012

May_16th_2012.mp3Global Money SupplyUncertainty rules, media moguls seize the opportunity to stress the worst case scenarios; Greece withdrawing from the Euro, falling off a Fiscal Cliff, China slowdown, plunging commodity prices.

GLOBAL UNEMPLOYMENT RATES

May 9th, 2012

May_9th_2012.mp3Global Unemployment RatesEuropessimism has once again seized Global markets. Austerity measures causing even higher unemployment in southern European nations.Unemployment rates adjusted to U.S. concepts, 20 counti

CHINA GROWTH

May 2nd, 2012

May_2nd_2012.mp3China GrowthConcerns over a slowdown in Chinese economic growth are misplaced. The growth is amazing and is likely to prevent a Global recession. China GDP(Click For Larger Picture)Chinese GDP is currently $7

GLOBAL GDP FORECAST

Apr 25th, 2012

April_25th_2012.mp3Global GDP ForecastGlobal Growth is underway everywhere but the Eurozone, which has been hammered by austerity measures. Average Annual Growth Rate GDP Forecast(Click For Larger Picture)Average annual grow

TAXING MARKETS

Apr 11th, 2012

April_11th_2012.mp3Taxing MarketsNothing is certain but Death & Taxes! Once again it's tax time, it could be worse, individual tax rates are 48 % higher in Spain, 40% higher in France.Individual Tax Rates 2008-2012(Click For La

ADP EMPLOYMENT REPORT

Apr 4th, 2012

April_4th_2012.mp3ADP Employment ReportGlobal money flows are seeking a safe harbor moving into the U.S. Dollar displacing Gold as a store of value.ADP Employment Report(Click For Larger Picture)The U.S Economy is seen as th