the bull market started in 2015 and not 2009? This would mean it is not late in the cycle. If inflation is about to catch up as it does in the middle to end of the cycle and the market has been leading the economy, the global economy is about to heat up. (all charts are […]

My two portfolios, CAD and USD denominated has basically beat every hedgefund and mutual fund since 2015. If you like ideas like this please sign up to the free (almost) quarterly economics newsletter here.

I have not been writing much as I am completing my masters thesis which is due in December this year. The topic is on how Asset Retirement Obligations an Environmental Liabilities are treated under accounting rules, bankruptcy law and environmental law. This has been very time consuming. However, I thought I would post an update […]

One last thrust higher in oil?

Well folks it looks as if we have another thoughtful guest post from @Albertagarbage aka Alex. I have been re-reading Nassim Taleb’s book “the black swan” and in its first chapter he talks about the clearly telegraphed punch of the Lebanese civil war that no one saw coming. I’d like to invite you to join […]

This is a first for Economisms, someone else doing the work. I have been lazy writing because my view that rates, oil and stocks will head higher. Recession is unlikely until late 2020 or into 2021. Its hard to come up with new ways to repeat the same view. The guest post is from my […]

These charts were saved on my desktop and I want to delete them so I thought I would post them here. Chart courtesy of http://www.stockcharts.com Copper to gold ratio looks like it has broken through the downtrend line. Why is this important? If copper is still the “metal with a PhD”, when the copper price […]

www.economisms.com By Bradley Parkes FCSI, P.Geo www.bradleyparkes.com bparkes@economisms.com January 2019 For 2019 the distribution dates of the quarterly newsletter will be the following: January, May, Aug and November. Blog posts and previous editions can be found at http://www.economisms.com/blog/ Quarter 3, 2018 Investment Ideas These ideas are not investment recommendations but just a model to track […]

I introduced my oil indicator, which I am still perfecting, here, at the moment it is still turning higher. My longer term view, found here, but in the short term I expect prices to trade to around $60US/bbl. If you like ideas like this please sign up to the free quarterly economics newsletter here

Why the EV Predictions Will be Delayed One day the world will travel by electric vehicle. There is no doubt. The benefits of having fewer working parts and a non-combustible fuel are apparent. However, when I see predictions on the adoption rate I chuckle to myself because few have done the actual math. I often […]