bubble

David Rosenberg has been pretty bullish on the Canadian economy.  In the wake of recent tightening of regulations on housing in Canada, he muses about what this will mean for the Canadian housing market and the broader economy.…

Marc Faber spoke with Bloomberg News recently and had some interesting things to say about China and what he sees a burgeoning bubble. His sentiments echo those from Ten ways to spot a bubble in China by Edward Chancellor, author of a…

David Rosenberg of the Toronto-based money manager Gluskin Sheff is out with a note today that measures the U.S. stock market as 35% overvalued based on Shiller P/E ratios. His  conclusions are largely consistent with commentary Jeremy…

Bubbles are important for the country because there is nothing more dangerous and damaging to an economy than a great asset bubble that breaks. And this is something the Fed never seems to get. … We looked back as far as we could, , 32…

You can get some pretty good mortgage deals in Canada these days Today I got this drift via this intrusive banner advert from CIBC. Clearly CIBC wants you to see this advertisement. The deal is 4.74 fixed with 2% cash back if you switch…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). Alan Greenspan's reputation has a whiff of terminal decline after his…

With so much going on at the moment and so many themes fighting to claim the main market discourse, I am in the mood for some random shots. First of all and to my continuing regret I have never actually got to thank Niels C. Jensen from…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). April 7 (Bloomberg) -- Former Federal Reserve Chairman Alan…

I originally wrote this post under a different title yesterday. I have changed the title to more accurately reflect what I am driving at in the post. Otherwise the post is exactly the same. The question is: which media companies will find…

In last month’s letter I looked at the challenges confronting the world’s baby boomers based on the assumption that we are in a structural equity bear market, which implies below average returns for equity investors for several more years…