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.
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
