Category: Uncategorized
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06.03.22 – Our Brains Ship Without a Reverse Gear
You’ve been experiencing headaches and dizziness for the past few weeks, and eventually, you decide it’s time to pay the doctor a visit. Your doctor is stumped, and after a few unsuccessful remedies, they decide to test you for a rare blood disease that affects .01 percent of the population. The test that they recommend…
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06.03.22 – Breakfast, BBQ and Riots
Reading this blog post titled “Commodities for Breakfast” from the S&P Global Indexology Blog, I could not help but think that the S&P GSCI Dynamic Roll Breakfast index was providing a solution to a problem that almost no one had. As proudly stated by S&P, there is now “a reliable and publicly available benchmark for the performance of the most…
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06.03.22 – Is the “Fed Put” Kaput?
The notion that the Federal Reserve (Fed) stands ready to inject liquidity into markets (i.e., lowering interest rates or quantitative easing) when stocks struggle is known by investors as the “Fed put”. From an economic standpoint, when the stock market experiences severe drawdowns, this can lead to a decline in economic activity, which then has implications…
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05.20.22 – Of Rockets and Wax: Know Your Limits, and Fly Within Them
The Greek myth of Icarus and Daedalus tells the story of a son and his father in their attempts to escape the island of Crete by crafting wings from wax and feathers, enabling them to fly away. While their engineering prowess was enviable, and they succeed in constructing a functioning set of wings, the fate…
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05.20.22 – Carte Blanche: Revisiting SPACs
A year ago, I wrote an Invested piece that cautioned investors about the misalignments in an increasingly popular investment vehicle called a Special Purpose Acquisition Company (SPAC). For those who are unfamiliar, SPACs are basically publicly traded shell companies which exist solely to merge with private companies allowing these private companies to get access to…
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05.20.22 – “Family Firm Targets $1 Billion in Assets over Next Few Years”
The article below was originally published by and on Wealth Professional. Calgary’s Viewpoint Investment Partners wants advisors to know it’s “coming-out” to offer institutional quality products for large, sophisticated clients as it reaches beyond its Alberta roots to develop a national presence and share its quantitative, alternative niche with a broader market. “We want to…
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04.29.22 – How Commodities Can Give Your Portfolio a Fresh Start
Katy Milkman authored a book that was published in 2021 titled “How to Change – the Science of Getting from Where You Are to Where You Want to Be.” Milkman is a behavioural scientist and a professor at the Wharton School of the University of Pennsylvania and specializes in change management. In the book, Milkman…
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11.05.21 – “Own the Commodity, Not the Company”
The question of whether inflation is transitory (or is facing a structural shift higher) continues to dominate the narrative in financial markets. Alarm bells are sounding that a hyperinflationary environment is unavoidable and right around the corner, given that the “base-effects” have rolled off the year-over-year readings while consumer prices have nonetheless remined high. The…
INVESTED: In Markets, in the Future, and in Society. 