top of page

Tues@11



Anticipating the anticipations of others
Home: Welcome
Recent Posts






Archive


When Doves Cry
At what point does a song become 'Classic' Rock? Prince has been gone for 5 years now and his breakthrough hit from 1984 comes to mind....


Let's Get Real
Last week, both the CPI and PPI reports came in as expected - hot. But thankfully, they were dismissed as "transitory" ( Bloomberg TV's...


Fact or Friction?
Friction is a force that seems strongest at the beginning of a move. When you first start to push something, it feels the hardest....


Think Again
Just like the Fed Chair, I'm not 'thinking about thinking' of selling all my stocks. But having painted himself into the mother of all...


Timberrr!
In the current "Rally of Everything" market there is one thing that stands out to me. The price of lumber. As a die-hard commodity guy...


Hockey Fight
In a surprise move, CN Rail has pulled the jersey over CP's head, entering the fight for Kansas City Southern Railway. It's a risky move,...


Lapping the Field
In every race, there are always laggards. Some have experienced injuries. Some are just not up to the calibre of the leaders. Perhaps...


Revisionist History
Investors have entered the 13th month of the bull market still searching for a market peak that seems ever more elusive. I have just one...


Never Moven
Now that the world's biggest choking hazard has been Heimlich-ed out the way, the Ever Given can go on its merry way and the global...


Inflated Expectations
As the scare stories about rising bond yields begin to recede from the front page this week, stock investors will soon be facing a new...
Home: Blog
Home: GetSubscribers_Widget
bottom of page
