Weekly Commentary
Issue 31 – Summer Break Message
The Weekly Commentary team will be taking their summer break and therefore our next newsletter will resume on the week of August 9. Also note,
August 2, 2021
Palos Commentary
Macro View
Issue 30 – Fed Up Waiting For a Monetary Policy Change? Don’t Be. It’s Happening
A Snapshot of the Market for the Week Ended July 30, 2021: This week’s narrative was the disappointment over big tech’s outlook, especially that of
August 2, 2021
Weekly Commentary
Issue 30 – Summer Break Message
The Weekly Commentary team will be taking their summer break and therefore our next newsletter will resume on the week of August 2. Also note,
July 26, 2021
Macro View
Issue 29 – The Bulls Eat Bears for Lunch
A Snapshot of the Market for the Week Ended July 23, 2021: The S&P 500 closed at 4412 on Friday, up 85 points or 2.0%.
July 26, 2021
Weekly Commentary
Issue 29 – Summer Break Message
The Weekly Commentary team will be taking their summer break and therefore our next newsletter will resume on the week of August 2. Also note,
July 19, 2021
Macro View
Issue 28 – Powell’s Testimony and the Inflation Debate
A Snapshot of the Market for the Week Ended July 16, 2021: The S&P 500 hit an all-time high on Monday but ended the week
July 19, 2021
Weekly Commentary
Issue 28 – Summer Break Message
The Weekly Commentary team will be taking their summer break and therefore our next newsletter will resume on the week of August 2. Also note,
July 12, 2021
Macro View
Issue 27 – Occam’s Razor: The Bond Market Says Growth Has Slowed, Inflation Is Peaking and Credit Conditions Are Steady
A Snapshot of the Market for the Week Ended July 9, 2021: In bull markets for stocks, things about which investors should worry often get
July 12, 2021
Weekly Commentary
Issue 27 – Summer Break Message
The Weekly Commentary team will be taking their summer break and therefore our next newsletter will resume on the week of August 2. Also note,
July 5, 2021
Macro View
Issue 26 – What Comes Next: Productivity Revolution Plus an Inflation Uptick
A Snapshot of the Market for the Week Ended July 2, 2021: Investors were treated to a plethora of data on the economy and the
July 5, 2021
Weekly Commentary
Issue 26 – Spartan Delta Corp. – Consolidation, sustainability, and organic growth in the Montney
Spartan Delta Corp. (SDE: TSX) is a small cap Canadian exploration and production company currently operating in the Alberta Montney and West Central Deep Basin
June 28, 2021
Macro View
Issue 25 – Rational Expectations: Inflation or Productivity
A Snapshot of the Market for the Week Ended June 25, 2021: The stock market was upended last week after the Fed signalled it would
June 28, 2021