When Valuation Matters

Too many stocks on the Nasdaq have no E in the PE

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The Dot Plots Moved

Post the Fed Minutes the Dot Plots all moved up pointing to March as lift off for Fed Rate Hikes.

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Energy Policy Mistake

The pivot to OPEC to help fill our energy shortfall is a clear policy mistake

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China – At your own risk

Dollars Speak – #China continues to be a threat in every sense of the word. #Dalio and #Fink are speaking from their wallets.

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2022 – Big shift in positioning

David joins Bloomberg Canada news team to discuss market outlook for next year.

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China – It’s worse than you think

David joins Bloomberg’s Jon Ehrlichman to weigh in on the recent weakness in Chinese shares.

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Clock is Ticking

David joins BNN Bloomberg News host John Ehrlichman to weigh in on the latest news driving markets.

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Bloomberg Canada Interview

Click here for today’s interview of David talking Bloomberg anchor Amber Kanwar

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