Global Equities Rise, Inflation Plays Advance
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The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.
Financials Strong, Inflation Hedges Take Lead
Global Breadth Expands as Cyclicals Take the Lead
Market Breadth Expands as New Sectors Lead
Seasonality, Dividend Growth as a Strategy, and Opportunities Moving into the Fall
Seizing Opportunities: Investing in Canadian Banks Amidst Weakness
Analyzing Oil Prices, China’s Economic Challenges, and Our Top Energy Stock Picks
Anticipating the Jackson Hole Talks, Earnings, and Our Outlook Moving Forward
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If you believe the natural resource cycle has legs, picks and shovels are likely to catch a bid.
Major drilling looks like it can extend higher from here if the previous cycle is any indication.
$MDI
Another sign of regime change -
Metals Miners relative to Software
$XME vs. $IGV
This is a shift in favour of short duration assets vs. long duration assets
