Cutting Through the Noise
June 28, 2006
The Globe and Mail, Report on Business, Guest Column April 12 2006 A while back, Ira Gluskin recommended the new Barton Biggs book, Hedgehogging , in his column. I've enjoyed reading Mr. Biggs since his days at Morgan Stanley and ...
Read More 0 CommentsJune 28, 2006
The Globe and Mail, Report on Business, Guest Column March 17 2006 As I sat and watched the Neil Young movie Heart of Gold last week, I was reminded how great it is to be Canadian. Throughout the movie, Neil ...
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The news was out last week that China's economic growth in the first quarter was as strong as ever. The message was the same as it is every quarter (boring!), but it's nonetheless important because China's rapid growth is the ...
Read More 0 CommentsJune 22, 2006
It is pretty much conventional wisdom that the housing cycle in the U.S. is going to turn down. The fundamentals point that way and there are now signs of a slowdown. The consensus amongst the analysts, however, it that it ...
Read More 0 CommentsJune 22, 2006
The Globe and Mail, Report on Business, Guest Column February 16, 2006 When I talk to investors, invariably I find myself reminding them that there is no free lunch in investing. If someone is promising you higher returns, then there ...
Read More 0 CommentsJune 22, 2006
I've always pushed myself to stay current, and now that I'm a newly minted 50-year-old, I work at it even harder. There's no Eagles' Greatest Hits in my music collection. It's the New Pornographers and Metric on my iPod. I use a BlackBerry, a Bosu balance trainer, read blogs and leave my T-shirt untucked.
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