Hello,
This week’s list begins with cautionary remarks from Jim Thorne, who highlights the repercussions of rapidly rising interest rates, particularly in Canada. He underscores the importance for policymakers to acknowledge the risks and offers valuable tips for investors navigating these uncertain times.
The transition from active to passive investing has gained momentum, as illustrated by a chart depicting the shift since 1993. This reversal of roles as passive investing now leads and not follows, noted by a PM, reflects a significant evolution in investment strategies.
David Rosenberg sheds light on the ongoing challenges facing our economy and businesses, signaling the need for policy changes to address these issues effectively.
Amidst growing concerns about climate change, Carbon Capture remains a top priority, with Brad Hayes providing insightful analysis into its complexities. I highly encourage readers to subscribe to Big Media which Brad is a big part of.
BIV highlighted the economic benefits of the LNG industry to BC and I hope the momentum keeps going for the sector.
Adam Rozencwaig was back on a podcast giving his group’s bullish thesis on the uranium space.
Notable alumni such as Diana Krall attended the music program at VIU and there is speculation that it may be on the chopping block. Universities across Canada are dealing with budget pressures and their reliance on international students is coming back to haunt many of them.
There has been a lot of media attention about the new leader in El Salvador and his success dealing with crime. The country also decided a while ago about focusing on Bitcoin. Their reserves are a lot healthier due the huge move in the Bitcoin price.
A preview of the Oscars is provided, offering a glimpse into the upcoming ceremony, while Bruce Dowbiggin examines the myriad challenges facing the golf world, as evidenced by recent events in Florida.
Best regards,
David
Number 1- March Market Insights by Dr. James Thorne-The Financial Storm is Coming
It’s All About Timing
Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is indeed getting the timing right. With Japan and the United Kingdom in recession, and Germany likely to follow, the global economic landscape is increasingly fraught with challenges. The downturn in these major economies, coupled with China’s dramatic slowdown and deflationary trends, points to a broader malaise across global markets.March Market Insights by Dr. James Thorne – The Financial Storm is Coming
Number 3- Rosenberg: Canada loves people-Businesses, not so much.
https://financialpost.com/news/economy/canada-population-booms-economy-shrinks
A bull market in population growth and a nothing-burger for the economy
Number 5- Adam Rozencwajg, CFA (Managing Partner of Goehring & Rozencwajg
http://Episode 15 – Adam Rozencwajg, CFA (Managing Partner of Goehring & Rozencwajg) – YouTube
[Podcast] Convince Me in 15 Minutes… That Uranium is in a Bull Market.
Number 7- 'A dream crusher': VIU considers cuttings all music programs to balance its budget.
The canary in the coal mine as post-secondary institutions, which are very fixed capital intensive, grapple with fewer highly profitable foreign student enrollments as well as the re-think of the value of many types of degrees by domestic high school graduates
Number 10- Testing! Testing!: The PGA Tour Has A Dead Parrot Problem
https://www.notthepublicbroadcaster.com/i-dont-like-mondays/2024/3/3/rojra5lq6xv5uep7u5ouydjanktlwq
It’s a sad state for golf fans being denied the best players on a weekly basis or— even more disappointing— at the majors. There is little indication what format the so-called settlement will entail when it’s finally hammered out between the Tour and LIV. But one thing they can agree on is that none of this is doing anything to please fans or sponsors of the sport.
We hope you found the Top Ten interesting this week, and are looking forward to another selection of articles, stories, and commentary next week. If you know of anyone else who would be interested in receiving our weekly note, please let me know.
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