Macro View
Issue 36 – The Fall in Bond Yields
Bond and Gold prices rallied impressively at the beginning of last week. Yields on 10-year Treasury notes fell as low as 4.50% from a recent
octobre 16, 2023
Commentaires de Palos
Weekly Commentary
Issue 41 – What’s on our Radar for the Fourth Quarter of ‘23
The warm weather seems to be behind us and we find ourselves firmly in the final quarter of 2023. In Q3 we saw a mild
octobre 10, 2023
Macro View
Issue 35 – The Time is Now Ripe to Buy Dividends
In the 4 months ended October 6, 2023, yields on 10-year Treasury notes rose 100 bps to 4.80%. Remarkably, this huge and rapid increase did
octobre 10, 2023
Weekly Commentary
Issue 40 – Northland Power’s Investor Update on Offshore Wind Power
Northland Power (NPI-TSX) is a Toronto-based power producing company with operations in Asia, Europe, Latin America and North America. NPI owns or has ownership in
octobre 2, 2023
Macro View
Issue 34 – The Global Energy Complex is Complex
A few weeks ago, I argued that the real enemy of the market was the geopolitical crude oil wrecking ball and not the potential government
octobre 2, 2023
Weekly Commentary
Issue 39 – BCE: An Enticing 7% Dividend Yield
Montreal-based BCE Inc. (BCE-TSX, BCE-NYSE) is Canada’s largest communications services company, operating in three segments: wireless, wireline and Bell Media. BCE provides local, long distance
septembre 25, 2023
