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.
2020
Coronavirus - What History Tells Us May Surprise You - March 2020
2018
History was Against Investors in 2018, but History Favours 2019 - December 2018
2017
Did the Music Just Stop? - May 2017
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
