Equity markets in January feels like a long time ago when new highs were posted day after day. Then things got interesting in February. … More The Kraken Goes Back to Sleep – For Now
Crypto-currencies are getting renewed attention nowadays. Prices have recovered, hacking scandals have subsided, government crackdowns have slowed, and institutions… … More The State of Crypto-Currencies 2018
Canada is blessed with abundant natural beauty and natural resources. Its people are famously nice and polite. It is therefore a surprise to many in the U.S. that the recent debate on Kinder Morgan Inc.’s Trans Mountain Pipeline expansion project took a contentious turn…. … More Canada’s Pipeline Potential
The upcoming OPEC meeting promises to be the most interesting one since 2016. Why? … More Is The Upcoming OPEC Meeting Going to Change Anything?
Anti-pipeline activism has turned contentious, with emotions flaring and politicians scrambling. … More Canadians Should Do The World a Favor by Building Pipelines
Trump’s decision on May 8 to pull out of the Iran nuclear deal will have far reaching impacts. The decision has never been far from the realm of possibility but it is somewhat surprising he did not leave room for negotiating a “better deal”. … More The Second Order Effect of Iran Nuclear Deal Unraveling
Markets in the first few months were kind to journalists/analysts and global macro traders alike. Recently, trading themes developed so rapidly they created too much overlapping effect. … More Signal Overload: Market in Transition