Nov 11, 2021
The world has been transfixed by a strange spectacle: a scarcity of nearly everything. It has been a cinematic experience complete with congested shipping lanes, gas shortages and rationed microchips. This kind of drama is entirely unfamiliar a decade after the global financial crisis's chronic oversupply. Now,...
Oct 15, 2021
Global stock markets maintain double digit gains year-to-date, but as the recent selloff deepens market pundits continue to point fingers and provide reasons why this is the end. In this podcast we sit down with Forstrong PM, David Kletz, to discuss Evergrande's impact on markets and our recent portfolio rebalance....
Jul 22, 2021
Viewing the globe, we note a very unusual situation — most likely attributable to the post-Covid rebound. For the first time on record, developed nations have been growing faster than global GDP growth. And global growth is currently faster than that of emerging countries. This must resolve itself in one way or...
Jun 10, 2021
What happens when the world is cooped up — in some cases against its will — for more than a year? We are now getting answers to this global experiment. To no one’s surprise, it turns out many are increasingly unwilling to delay gratification which has sent inflation soaring all around the world. Rob Duncan sits...
May 17, 2021
Has crypto-mania gone too far? Naysayers have an almost unlimited arsenal of reasons why this bubble will pop and leave investors in a wake of devastation. Citing everything from security issues to regulation, environmental impact to the explosion of offerings, these things should come with a warning label.
In a recent...