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Will We All Be Victims of Cheap Oil?

Earlier this year we wrote that Russia’s economy was fundamentally weaker than Europe’s and that their decision to start a trade war in retaliation for economic sanctions over the Ukraine would hurt Russia far more than Europe. As it happened Russia has suffered that fate and had a helping more. The collapsing price of oil […]

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Only Time Gives Clarity to Investors

The reality of the 21st century is that finding clarity in world events for investors is almost impossible. Take the recent price drop in oil, which has been hailed as both a good and bad thing. And as the new lower price of energy slowly becomes the norm, everyday news reports come in about its respective benefits and […]

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America Is In Great Shape; Be Afraid!

All year people have been expecting a correction in the US Markets. For most of the year I have listened to portfolio managers discuss their “concern” about the high valuations of American companies. I have also listened to them point out that America remains the strongest economy and the most likely to see significant growth […]

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Russia Invades Ukraine, Needs Potatoes

Last week it looked as though Russia was escalating its engagement in Ukraine, sending supplies directly into Ukrainian territory and potentially starting a full blown war. But things have remained opaque since then, with increasing reports that Russian troops were crossing the border and Russia steadfastly denying it. But after days of reports from the […]

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My Car Runs on Geopolitics – Why “Fracking” is an Important Investment for Your Portfolio

I’m an environmentalist. But as a Financial Advisor I consider that some of the best opportunities I can provide to my clients is exposure to the burgeoning US and Canadian energy markets. That’s right I’m a big proponent for one of the most ecologically damaging and publicly derided forms of energy extraction. However, next time […]

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Environmentalists Don’t Get Economics, and That’s Dangerous for Everyone

The Keystone Pipeline has enraged many people since it was first announced. Traditionally framed as a conflict between environmentalists and oil executives, the Keystone Pipeline is 1897 km of 36 inch pipe running from Hardisty, Alberta to Steel, Nebraska and for several years it has existed in limbo. Caught in the cross hairs of politicians, […]

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