LePoidevin Letter

The following is an archive of David’s LePoidevin Letters. LePoidevin Letters complement regular communication to keep clients up to date with our current economic outlook and investment strategy.

 

2016

Markets Shrug Off BREXIT; US Economy has Room to Grow; BC Imposes 15% Foreign Land Transfer Tax in Vancouver - July 2016

2015

China Crisis–Global Contagion or a Correction? – September 2015

2014

The 7th Inning Stretch: Markets at Inflection as Money Printing Comes to A Close – September 2014

Stay One Step Ahead of the Crowd to Maximize Returns and Reduce Risk – March 2014

2013

Investing, Like Golf, Can Be Counterintuitive – July 2013

2012

Canadian Economy Vulnerable as Lending Tightens – December 2012

Flaherty Applies the Brakes: Bad News for Housing – July 2012

Bonds: A Good Place To Hide Or A Bubble? – March 2012

2011

Europhobia and Redefining Risk – November 2011

The Scariest Words in Investment Commentary – July 2011

Investors Overly Optimistic, Chanos on China Bubble - February 2011

2010

Quantitative Easing: What Investors Need to Know – November 2010

Bad News for Bond Investors – August 2010

Another Chapter in the Global Deleveraging Cycle – June 2010

Yield-Curve Predictions for 2010 – January 2010

2009

Economic Recovery or Deterioration Canada’s Ticking Time Bomb – June 2009

Economy Worsens Yet Stocks Getting Downright Cheap – March 2009

2008

Recession – February 2008

Yield Curve Moves to Normal, Stocks Advance, Commodities Surge – May 2008

History in the Making – September 2008

Unintended Consequences, Yield Curve Gives a Buy Signal – December 2008

2007

What is driving global liquidity – February 2007

The Dow over the Long Run, Banks Tighten Lending – June 2007

Credit Crunch – August 2007

Managing Expectations, The Credit Crunch Worsens, A Tale of Two Yield Curves – November 2007

2006

Yield Cuve Flattens, Charles Ponzi - Alive and Well in Canada - January 2006

Cash is King - March 2006

Cash versis Bonds, US Dollar Devaluation: Plan B - April 2006

 

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