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Timing & trends

Up Down or Sideways?

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Posted by Michael Campbell & Paul Beattie

on Saturday, 26 November 2016 14:25

Featured guest Paul Beattie of BT Global's fund has doubled the performance of the TSE since inception in 2006. He joins Mike to help chart a path for investors through the turbulence of the coming months.

....also from Michael: The Latest From The Anti-Capitalist Crowd

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Timing & trends

The 3 Top Articles Of The Week

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Posted by Money Talks Editor

on Saturday, 26 November 2016 09:47

hqdefault1. Something Big Is Happening...

   by Michael Campbell

What’s about to happen is going to make the last five years seem tame. My goal is to make sure you are protected and profit financially. 

...read more HERE

2. Canada Mortgage & Housing Drops a Bombshell

Actually the CMHC CEO threw grenades at the real estate market.

.....read more HERE

3. Is One Of Richard Russell’s Last And Most Shocking Predictions Now Unfolding?.

What the Godfather of newsletter writers had to say. (Richard was 91 when he wrote his last article) A must Read in full M/T Ed:

.....continue reading HERE



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Timing & trends

Small-Cap Investors See Big League Growth Under Trump

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Posted by Frank Holmes - US Global Investors

on Wednesday, 23 November 2016 06:49

I’ve been in the financial industry a long time, and I’m continually amazed at the market’s astuteness in making reliable, actionable forecasts.

Consider the run-up to this year’s election. Nearly every poll pointed to Hillary Clinton taking the White House, with many pegging her chances at greater than 90 percent. The market took these prognosticators to task. Historically, when the S&P 500 has turned negative between July 31 and October 31, it’s spelled doom for the incumbent party candidate. This year, the market fell more than 2 percent, setting the stage for a Donald Trump victory.  

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A thought-provoking Atlantic article asserts that “the press takes [Trump] literally, but not seriously; his supporters take him seriously, but not literally.” This is ostensibly how many Trump supporters were able to excuse his more off-color language and instead focus on his proposals. Markets were willing to do the same.  

Now, those same markets seem to be placing their bets on the likelihood that Trump’s “America First” policies will benefit small-cap companies especially.

The media is already calling it the “Trump rally.” As I write this, the Dow Jones Industrial Average closed above 19,000 for the first time ever, with the S&P 500 Index and Nasdaq Composite Index having recently set all-time highs.

But small-cap stocks have fared even better. Since Election Day, the small-cap Russell 2000 Index has made “big league” gains, surging more than 11 percent and hitting a record high. The index has been up for 13 straight days—its best run since 1996.



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Timing & trends

Why Trump Is Good for Western Canada

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Posted by Craig Burrows

on Friday, 18 November 2016 11:12

trumpalbertaMarket Volatility,  Trump, and Exempt Market Investments

I must write my November article with at least a passing observation of the election of President – Elect Donald Trump, and what it means to the world economy and politics. It’s interesting, that whether you’re American or Canadian, people were bullied or embarrassed to admit support for Trump.

His victory is not all surprising after all the weak policies of Obama. The setting was right for Trump as it was for Reagan taking over after Carter. The macho part of America was embarrassed, felt neutered, were mad as hell and were not going to take it anymore!

I happened to be in Phoenix on election night and was in the hotel lounge when the presidency was announced. We asked a couple of the waitresses (late 40’s / early 50’s) what they thought of the election results. They shared how although they were surprised, they... CLICK HERE to read the complete article



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Timing & trends

Drain The Swamp? You Bet!

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Posted by Bob Hoye - Institutional Advisors

on Thursday, 17 November 2016 13:16

trump-drain-the-swampAmerica voted to return to its foundations as a constitutional republic instead of continuing on the path towards a corrupting welfare state. On their compulsive drive, the governing classes had become, well, ungovernable.

On Independence Day weekend, this writer published an article that rhetorically asked if the "American Spring” would be successful? The answer in rural talk was “You bet!”. Trump, the Republicans and the “deplorables” will indeed drain the swamp in early stages in another great reformation.

For many, the election was a shock followed by distress. This shows up in street riots and counselling sessions. Get over it, equally intense angst took to the streets with the transition from Carter to Reagan.

For beleaguered taxpayers, results signal relief from increasingly expensive and wasteful bureaucracy. High-fives all around. Hoist a beer and work with the reform.

In the last few years the thrust of state ambition became intrusive enough to arouse a popular uprising. Dating back to dynastic changes in Ancient Egypt, there is a long history of the public being provoked enough to reform predatory government.

The uprising in Czechoslovakia in 1989 was successful and attributed to the “power of the powerless”. The “Prague Spring” of 1968 was brutally quelled by tanks and machine guns.

For hundreds of years, neurotic intellectuals have scorned ordinary citizens as “bourgeoisie”. Hillary Clinton’s contempt was focused upon the “deplorables”.



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