Businesses that generate durable and persistent cash flows demonstrate resiliency. Financial flexibility is also key to ensuring staying power.
The Four Most Dangerous Words
2019-07-26, Clement Chiang
Historically when the market fully believes in these four words, the next chapter has been a painful experience.
MORE >
Turning Blue
2019-04-26, Clement Chiang
Last week’s Alberta provincial election saw the United Conservative Party (UCP) winning by majority vote with 63 legislative seats, leaving the NDP with 24.
MORE >
The Changing Beat In The Background
2018-12-14, Clement Chiang
Sometimes we grow so used to the music playing in the background we forget just how extreme and unprecedented these quantitative easing (QE) programs are.
MORE >
The Long And Short Of It
2018-08-17, Clement Chiang
With the BoC and the U.S. Federal Reserve well into their rate hiking cycles, investors have fixated on the flattening shape of government yield curves.
MORE >
Don’t Rely On The Punch Bowl
2018-04-13, Clement Chiang
With the Bank of Canada and the U.S. Federal Reserve well underway in their hiking cycles, we wonder how many days are left until the punch bowl is taken away.