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

 

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