“Canadian companies are basically punching above their weight in the European market.” Canadian Companies Shop for European Assets. Businessweek Commodity Super-Cycle will last for at least a decade-Don Coxe. Mineweb Vancouver’s Chad Wasilenkoff goes international – “nobody’s paying up for growth right now.” Fortress Paper Seeks More Acquisitions, CEO Says. Bloomberg Lindz expects more talent based acquisitions… Continue Reading

Apparently a “rogue” Standard Chartered Plc banking unit violated U.S. anti-money laundering laws by scheming with Iran to hide more than $250 billion of transactions. WTF Standard Chartered Plc? Reuters  See also: Crazy details. Business Insider.  Strait Of Hormuz Attack Iran ‘Last Resort,’ Author Says. Bloomberg “Moment of truth.” Best Buy Founder Offers $8.8 Billion to Buy Out Company. Dealbook… Continue Reading

Don Coxe Basic Points August 2012.PDF BMO Berkshire Profit Falls 9 Percent On Buffett’s Derivatives Bets. Bloomberg Kinross CEO Shakeup Signals Breakup Or Sale Of Gold Miner. Bloomberg Hold the Bubbly: London Financiers Keep Low Profile at Olympics. WSJ Conrad Black: Church, state, and Barack Obama. National Post John Hempton’a latest short. Richemont: waiting for the… Continue Reading

Ten Reasons Winners Keep Winning, Aside from Skill. HBR Glenn Hubbard: The Romney Plan for Economic Recovery. WSJ Berkshire Benefits As Buffett Wagers On U.S. Housing. Bloomberg China Slowdown Forcing Discounting At Gome To McDonald’s. Bloomberg Fareed Zakaria: Capitalism, not culture, drives economies. Washington Post Bernanke Is Bluffing – go-tst.com/cGFRc by @pmorici1 — Jim Cramer (@jimcramer)… Continue Reading

Cult Figures: August 2012 Outlook. PIMCO “​The long-term history of inflation adjusted returns from stocks shows a persistent but recently fading 6.6% real return since 1912. The legitimate question that market analysts, government forecasters and pension consultants should answer is how that return can be duplicated in the future. Unfair though it may be, an… Continue Reading

Cantor Hires 17 From Canaccord To Start Corporate Advisory Unit. Bloomberg It’s a good biz, managing trillions. Pimco’s Bill Gross Paid $200 Million Last Year, N.Y. Times Says. Bloomberg Ex BP boss working away. Tony Hayward Loads Trucks With Kurdish Oil Awaiting Pipe: Energy. Bloomberg Go Howard!#45Video: Howard Lindzon, Chief Executive Officer, StockTwitsinstitutionalinvestor.com/Article/306823…$$ — Barry… Continue Reading

The Bond Market’s New Leading Man: Mohamed El Erian. NYTimes “RECESSIONS, crackups, bailouts — these are profitable times for Mohamed A. El-Erian. Mr. El-Erian is the crown prince of the multitrillion-dollar global bond market, the figurative heir of its long-reigning king, William H. Gross of the mighty Pacific Investment Management Company… Read more -> NYT Is this the new… Continue Reading

Facebook Earnings Hit Target but Worries Persist. CNBC Good article by Rosenberg …interesting facts on # of food stamp recipients as well as % of non income tax payers now @ 41%. David Rosenberg On A Modern Day Depression Vs Dow 20,000. JH The People’s Mining Analyst Peter Koven’s outlook on Goldcorp and Barrick. Financial Post… Continue Reading

House Passes Ron Paul’s ‘Audit the Fed’ Bill. WSJ (Photograph by Frank Rebelo/CSU-Chico/AP Photo) Robert expects Gold Set for a Huge Break Out. Stock Sage “He who owns the oil will own the world.” Canada again a focus of a new Great Scramble for oil. Globe and Mail The idea that inflation might be our friend is gaining traction. LA Times… Continue Reading

Don Coxe: This drought is brutal. Why aren’t agriculture stocks soaring? Can China’s easing plan perform in an ag-inflationary environment? Don Coxe (BMO Global Strategist) Audio: KWN The Chinese want $15.1 billion of Canada’s resources. Nexen bid part of China’s plan to become resources powerhouse. Globe and Mail  See also: Nexen’s holdings around the world Strategic Report: Diamond Pipeline 2012. Metals Economics… Continue Reading

Els Wins, Scott Bogies Final Four to Lose Open Championship. The Open Championship at Royal Lytham & St Annes is over. Ernie Els is a major champion once again. Congrats to Ernie and all South Africans! Golf.com coverage. The Course. The Leaderboard. Open Championship The late Seve Ballesteros tees off at No. 18 in the 1988 Open Championship… Continue Reading

Unimaginable ‘Dark Knight Rises’ Tragedy in Colorado. CNN “Give me a one-handed economist. All my economists say, on the one hand … on the other …” Harry S. Truman Notes from the various panels at CNBC & Institutional Investor’s Delivering Alpha Conference. Best Ideas, Global Opportunities, Real Estate, Commodities. Market Folly Benchmark-beating performance is reassuring. No worries over Canada… Continue Reading

Gross Returns to Form as Flagship ETF Doubles. CNBC CNBC, Fox Business and BNN ratings to tumble til Sunday. . . The Open Championship has begun at Royal Lytham & St. Annes: Leaderboard. R&A Group led by BC Partners with the help of Canada Pension Plan to Buy U.S. Cable Operator for $6.6 Billion. Dealbook If… Continue Reading

Foreign Purchases of Canadian Securities Reach Record. Bloomberg A Yahoo Search Calls Up a Chief From Google. Dealbook Contrary Indicator. The Globe’s hatin on mining stocks. Globe and Mail Otto Rock, Keir Reynolds and Callaghan himself with more on BarkerVaudeville. Enbridge brand can be repaired: analysts. Financial Post Four Reasons the Hedge Fund Industry Is… Continue Reading

And it’s Friday the 13th… QE, or not QE? An assessment of the most controversial weapon in the central banker’s armoury. Economist “Economic history is a never-ending series of episodes based on falsehoods and lies, not truths.  It represents the path to big money.  The object is to recognize the trend whose premise is false,… Continue Reading