Macro View
Issue 22 – The May Inflation Print Was an Unwelcome Surprise
The market has been choppy, boring and illiquid, obscuring the direction of the S&P 500. Over the past two weeks, the broad market has vacillated
June 13, 2022
Palos Commentary
Weekly Commentary
Issue 23 – Lithium Americas Corp.
Lithium Americas Corp. (LAC: TSX, NYSE) is a Canadian-based Lithium exploration and production company. LAC is currently focused on advancing two significant projects. The Caucharí-Olaroz
June 6, 2022
Macro View
Issue 21 – What Is the Situation?
On June 1st, the Fed started to deploy quantitative tightening (QT). Barron’s wrote on Wednesday: “For the next 3 months, the Fed will stop reinvesting
June 6, 2022
Weekly Commentary
Issue 22 – Canada’s Role in the Electric Vehicle Transition
Canada has made commitments to reduce greenhouse gas (GHG) emissions to reach lofty goals of reducing GHG to 40% lower than in 2005 by 2030,
May 31, 2022
Macro View
Issue 20 – Accentuate the Positive: Inflation Is Turning
A happy economy is one which has a sustainably low level of misery. The misery index, which is the addition of the inflation rate (8.3%)
May 30, 2022
Weekly Commentary
Issue 21 – NanoXplore Inc. – Leaders in the Global Graphene Industry
NanoXplore Inc. (TSX: GRA) is a Canadian based manufacturer of graphene powder, a derivative of graphite. The company offers an array of commercial graphene-based solutions
May 23, 2022
Weekly Commentary
Issue 20 – Martinrea International Inc. – With Record Q1 Revenues the Tide May Be Turning
Martinrea International (TSX: MRE) is a Canadian based manufacturer of parts and assemblies primarily for the automotive manufacturing industry. The company specializes in propulsion systems,
May 16, 2022
Macro View
Issue 19 – The Inflation Rate Turned in April, but Still Remains High
Since the beginning of the year, financial conditions have tightened significantly. The DXY is up 9.9%, interest rates are up 75 bps, 10-year bond yields
May 16, 2022
Weekly Commentary
Issue 19 – Notice of Break
Notice of Break Please note, we are taking a two week break from our weekly newsletter. For this week, we will only be sending performance
May 9, 2022
Weekly Commentary
Issue 18 – Notice of Break
Notice of Break Please note, we are taking a two week break from our weekly newsletter. For the next two weeks, we will only be
May 2, 2022
Macro View
Issue 18 – Addendum To Last Week Commentary – The Mighty Dollar
The DXY Index, a measure of the value of the U.S. dollar relative to a basket of foreign currencies, touched 103.68 on Thursday, up 15%
May 2, 2022
Weekly Commentary
Issue 17 – LNG Canada – An Update on LNGC Construction and Future LNG Projects in Canada
This week we wrap up our series on LNG Canada (LNGC) with an update on the mega-project’s progress. In 2021, roughly 4,000 people were employed
April 25, 2022