Archive of entries posted by David Hunkar

Knowledge is Power: Emerging Markets, Mercantilism, Bad Jobs Edition

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Is the bullish U.S. stock story about to change (The Star) Why commodity markets are in for a rude awakening (MacClean’s ) Privatisation in the euro area: Differing attitudes towards public assets (Deutsche Bank Research) Good jobs, bad jobs (OECD Insights) Three Scenarios for Brazil (Global Finance) Could emerging market turmoil delay tapering until 2014? – Erica Alini (Canadian Business) What was …

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Knowledge is Power: Banks, Gold Edition

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Lloyds leaps back to profit, seeks dividend approval (CityWire, UK) Six Years After Crisis, Banks Are Poised to Rule the S&P 500 (Bloomberg) Frontier markets: A contrarian defensive play? (Trustnet) Have we seen the worst of the gold stock horror show? (Financial Post) Revolution hits the potash market: is this a buying opportunity? (MoneyWeek) 20 U.S. stocks mixing value, …

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Estacio Participacoes SA: Brazilian For-Profit Education Provider

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In the U.S. for-profit college operators such as Apollo Group Inc fell heavily last year after the Federal government clamped down on the sector. Most of these operators had become diplomas mills handing out degrees that carried very little value. Abusing the Federal student loan program the companies in this sector signed up thousands of …

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Knowledge is Power: Oil Chart, Best Developed Market Banks, Phoney-Money Edition

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What I learned about investing from Gandhi (MoneyWeek) Are U.S. companies ‘state-owned enterprises’ ? (Canadian Business) Colonisation, the phoney-money way (Business Line) Brazil’s Middle-Class Anxiety (Bloomberg) Chart of the week: a picture of world oil (beyondbrics) World’s Best Developed Markets Banks 2013 (Global Finance) Sector Distortions Can Be Costly in Passive Investing (Alliance Bernstein)   Niagara Falls, …

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A Review of TSX Composite vs. S&P 500 Returns

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The composition of U.S. and Canadian equity markets vary widely. As a natural resources-based economy the Canadian market is concentrated by energy, mining and financial companies. The U.S. on the other hand has a very diversified economy with companies operating in pretty much every sector from manufacturing to defense technology. Hence the U.S. equity market …

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