Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Forward Observer Radio Podcasts

show episodes
 
The Daily SITREP is your morning intelligence brief on domestic and geopolitical risk. We stream the show live starting at 0800 Central time, Monday through Thursday. You can catch the live stream on YouTube: https://youtube.com/earlywarningnetwork Join us on the High Side for members-only briefings on everything from U.S. politics to supply chains, to low intensity conflict, geopolitics and the risk of war. Start your free 7-day trial here: https://www.earlywarningnetwork.com/trial
  continue reading
 
Artwork

1
Canso Radio

Canso Investment Counsel Ltd.

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. These publications have been prepared by Canso Investment Counsel Ltd. and have been prepared solely for information purposes. Information in these publications is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in these presentations is subject to change without ...
  continue reading
 
Loading …
show series
 
Send us a text Interest rates have been on the rise since the end of the first quarter, particularly in the long-end of the curve. From March 31st until time of publication, Canadian long bonds have risen 66 basis points (bps) while their American counterparts are up 44 bps, translating into price declines of 13% and 7%, respectively. Sources: Fool…
  continue reading
 
Send us a text The theme of our previous April 2025 Market Observer was that only a fool would try to predict what would happen to the financial markets and the global economies after Donald Trump declared his Tariff War on the World. The more expertise you possessed, the less you were probably able to forecast the actual outcome. As they say, it’s…
  continue reading
 
Send us a text "What’s Going On” was the plaintive refrain and title of Marvin Gaye’s 1971 hit song about the controversial Vietnam War and the resulting societal and political upset in the United States. His song of confusion and disappointment seems as relevant to us today. We look with trepidation on the political and social tumult around the wo…
  continue reading
 
Send us a text Like George W. Bush standing on the deck of the USS Abraham Lincoln in May 2003, the market appears to have hoisted the “Mission Accomplished” banner on this monetary tightening cycle. Risk premiums have dropped, borrowers have renewed access to capital and the percentage of economists predicting a recession has dropped considerably …
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play