Weekly Commentary
Issue 49 – The Canadian Banks Report
Traditionally, the Canadian Big Six report toward the end of the quarterly earnings season. Last week was no exception as all six reported their Q4
décembre 4, 2023
Commentaires de Palos
Macro View
Issue 42 – What Is the Consensus Call for 2024?
It’s that time of the year when top-rated strategists expose their predictions for the year to come. 12 months ago, they were convinced that the
décembre 4, 2023
Macro View
Issue 41 – The Inflation Question: Encouraging
Perception of inflation is as important for investors as actual inflation, especially when both collaborate. A survey for the New York Fed showed that consumer
novembre 27, 2023
Weekly Commentary
Issue 48 – First Quantum: Panama Update
First Quantum Minerals (FM:TSX) is a Canada-based miner engaged in the production of copper, gold, nickel, and silver. The company’s primary operations include the massive
novembre 27, 2023
Weekly Commentary
Issue 47 – The Retailers Report and the Winners Are…
As we reported in our November 13 letter, last week saw a slew of earning reports from several major retailers. Investors and analysts closely followed
novembre 20, 2023
Weekly Commentary
Issue 46 – Retail Earnings Week
Retail sales have remained strong in the U.S. despite a supposed deteriorating economic backdrop. Data from September indicated a month-over-month (MoM) increase of 0.7% which
novembre 13, 2023
