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Category: canada

China And The ‘FX/Liquidity Contradiction’

July 2, 2018July 6, 2018

“… a riddle, wrapped in a mystery, inside an enigma.”

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1 Comment on China And The ‘FX/Liquidity Contradiction’

‘This Strategist Had Held Out Hope Until The End’: A Dejected FX Analyst Throws In The Towel

July 2, 2018July 3, 2018

“…a market correction may be necessary to reduce the likelihood of a further escalation of trade wars.”

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4 Comments on ‘This Strategist Had Held Out Hope Until The End’: A Dejected FX Analyst Throws In The Towel

EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts

June 28, 2018June 29, 2018

“Try Googling “Canadian banks 2008 crisis”.

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1 Comment on EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts

The Whites Of Their Eyes.

June 26, 2018June 26, 2018

It’s a war now.

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oil1 Comment on The Whites Of Their Eyes.

Meet Me In Singapore.

June 11, 2018June 11, 2018

As everyone holds their breath…

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oil5 Comments on Meet Me In Singapore.

Kudlow, Navarro Condemn Back-Stabbing Canadian Devil Justin Trudeau To Actual ‘Hell’ For Having The Balls To Hold A Press Conference

June 10, 2018June 10, 2018

“Diplomacy”.

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9 Comments on Kudlow, Navarro Condemn Back-Stabbing Canadian Devil Justin Trudeau To Actual ‘Hell’ For Having The Balls To Hold A Press Conference

‘Really Bad Accidents’: Playing The Strategic Trade War Game

June 8, 2018

You de-escalate. No, you de-escalate. No…

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4 Comments on ‘Really Bad Accidents’: Playing The Strategic Trade War Game

All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

June 3, 2018June 3, 2018

Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.

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1 Comment on All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

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oil1 Comment on With Friends Like You.

Here’s Why There May Be Rainy Days Ahead For A Popular Hedge Fund Strategy

April 25, 2018

“The strategy almost looks foolproof on paper.  Yet like most things in the markets, nothing lasts forever.”

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hedge funds2 Comments on Here’s Why There May Be Rainy Days Ahead For A Popular Hedge Fund Strategy

Never A Dull Moment.

April 4, 2018April 4, 2018

If this were a reality TV show, the ratings would indeed be “tremendous”.

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Different Week, Same Joke.

March 16, 2018March 16, 2018

Another week and the same joke continues to apply.

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oil3 Comments on Different Week, Same Joke.

Steel Yourself.

March 8, 2018March 8, 2018

Headlines aplenty and a man on fire.

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3 Comments on Steel Yourself.

(Trade) War And Peace.

March 7, 2018March 7, 2018

Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.

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oilLeave a Comment on (Trade) War And Peace.

Trade On, Trade Off.

March 5, 2018March 5, 2018

Days like today are always amusing to the extent they bring out the Don Quixote in people.

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oilLeave a Comment on Trade On, Trade Off.

This Means War.

March 1, 2018March 2, 2018

Thursday went swimmingly.

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oil9 Comments on This Means War.

Trader: This Market Is Sending An Important Message About How Bubbles Are Treated Since 2008

February 28, 2018

“So yeah, maybe Canadian housing is stupidly overpriced, but so is almost every asset under the sun. “

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2 Comments on Trader: This Market Is Sending An Important Message About How Bubbles Are Treated Since 2008

As The Rally Steams Ahead, How Worried Should You Be About NAFTA And Trade Wars?

January 27, 2018

As we saw this week, they’re not so good at being subtle. 

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Good News: Customer Service Fixed The Stock Market.

January 17, 2018

“Yes, is this customer service? I’d like to report an outage in the magic money machine.”

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4 Comments on Good News: Customer Service Fixed The Stock Market.

DACA Schoen: Full Week Ahead Preview

January 14, 2018January 14, 2018

All eyes on (geo)politics. And Canada. Of course.

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Chinese Checkers.

January 10, 2018

Headlines aplenty.

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oil2 Comments on Chinese Checkers.

Holiday Drift.

December 21, 2017December 21, 2017

Waiting on Santa.

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What Could Go Wrong? Full Week Ahead Preview

December 3, 2017December 3, 2017

Buckle up, this could be a bumpy ride.

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Leftovers: Full Week Ahead Preview

November 26, 2017November 26, 2017

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

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Drumstick.

November 21, 2017November 21, 2017

More records.

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3 Comments on Drumstick.

Thanks A Lot: Full Week Ahead Preview

November 19, 2017November 19, 2017

Holiday road.

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1 Comment on Thanks A Lot: Full Week Ahead Preview

Never Go Full-Trichet

October 26, 2017October 26, 2017

“The reality is that no country can afford to have the most aggressively tight monetary policy. Whoever is foolish enough to attempt to return their monetary policy to normalcy, finds themselves at the end of a strong currency, and importing all the world’s deflation.”

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