All Roads Are Stimulative
For over two years, the Fed has raised rates at the fastest pace in decades, yet inflation remains above its 2% target. Why? A big part of the answer lies in a phenomenon called fiscal dominance.
Dheeraj Mahtani
51 posts
Oil Sands & the Loonie: A Double Negative Opportunity?
A weak Canadian dollar (the "loonie") and a struggling oil sands industry present a compelling case for contrarian investors. But is this a golden opportunity or a value trap? Let’s dive in.
Uncertainty & The Icarus Print
NVIDIA’s stock soared to new heights last week, only to reverse sharply. It's left me cautious if not bearish on the stock.
Coffee Crisis: Brewing Trouble
Coffee, that ubiquitous morning companion for billions around the world, is experiencing a perfect storm of supply constraints and demand shifts. Here's how I am playing it.
We Live for Volatility
History has shown time and again that those who can keep their heads when others are losing theirs often emerge stronger on the other side of market turmoil.