The Appeal of the Canadian Dollar Continues to Recede

(This is an excerpt from an article I originally published on Seeking Alpha on September 6, 2015. Click here to read the entire piece.) It is official…or at least technically official. Canada is in recession albeit by the slimmest of margins. {snip} Source: Statistics Canada Canada’s GDP is a story of two worlds. {snip} Source: … Read more

A Time To Sell Some Housing Stocks

(This is an excerpt from an article I originally published on Seeking Alpha on August 19, 2015. Click here to read the entire piece.) I have spent a lot of time over the past four years touting the attractiveness of stocks in homebuilders. The ride has offered a lot of bumps along the way but … Read more

The Canadian Dollar Pushes To Fresh Post-Crisis Low on Broadly Weak May GDP

(This is an excerpt from an article I originally published on Seeking Alpha on August 3, 2015. Click here to read the entire piece.) Lost during last Friday’s alarm over U.S. wage growth was the report on May GDP for Canada from Statistics Canada. Canada reported its fifth consecutive monthly decline all but guaranteeing the … Read more

The Bank of Canada Confirmed A Bearish Turn for the Canadian Dollar

(This is an excerpt from an article I originally published on Seeking Alpha on July 24, 2015. Click here to read the entire piece.) {snip} In the middle of this fresh decline, the Bank of Canada delivered its July Monetary Policy Report with another rate cut included. The reaction in the currency market was just … Read more

A Weak GDP Report Sends the Canadian Dollar Above the 1.24 Pivot

(This is an excerpt from an article I originally published on Seeking Alpha on June 8, 2015. Click here to read the entire piece.) Statistics Canada released its monthly GDP report for April as time counted down on Greece’s June 30th debt deadline. While the news from the report could not steal headlines, it was … Read more