April 26, 2023 BlackRock’s Larry Fink wrote about stakeholder capitalism in his annual letter to whoever will read it. Still, I suspect Klaus Schwab, the founder and Executive Chairman of the World Economic Forum, greatly influenced him. Schwab discussed the WEF principles in his 2021 book, “Stakeholder Capitalism: A Global
April 21, 2023 The new list contains eight of the Dow 30. I added a few for use in various studies for novice and inexperienced investors. https://finviz.com/screener.ashx?v=111&t=aapl,cat,crm,csco,cvx,dis,nke,v Here is the entire list of Cara 100 Companies as of March 31, 2023: tinyurl.com/Cara-100-March-31-2023 This is the FinViz.com chart view: tinyurl.com/Cara-100-March-31-2023-charts This is the
April 20, 2023 Bridgewater is one of the world’s most successful hedge fund managers. Founded by Ray Dalio but now firmly under the purview of co-CIOs Bob Prince, Greg Jensen, and Karen Karniol-Tambour, their thoughtful research notes are always worth reading. Today’s summary: Last year’s historically large and rapid tightening
April 19, 2023 I have supported Teck Resources in this blog since I started in April 2004. The company is a Cara Core 12 based on its assets and management. I have often called it Canada’s finest mining company. Glencore (GLEN.L) wants to take control, and the Teck management and
April 10, 2023 The S&P 500 is at a broad market inflection point where investors will now seek Value over Growth. The days of easy money from the banks are over. After many 75 basis point consecutive hikes in policy rates, the Fed has pivoted, but not to lower
April 3, 2023 First, it’s prudent to stop listening to those who seek to maintain control over the financial system, such as the Fed, Treasury, Congress, US Money Center Banks, and CNBC. In a crisis, I’d listen to smart people like “Dr. Doom” Nouriel Roubini. I’d do that in two
March 13, 2023 I have always said that sell-side Financial Services companies will never teach how to invest. The buy-side must do that task; part of that education must come via case studies. The perpetrators of investor losses will never take responsibility for their actions. When these cases arise, it’s
March 9, 2023 As I invested in New Pacific Metals (NEWP)(NUAG.to), a Canadian mining company developing three gold and silver projects in Bolivia, I realized I knew so little about the country. Now I have discovered a wonderful youtube series from #itchyboots that is insanely popular with 1.6 million subscribers.
March 8, 2023 The Prospectors & Developers Association of Canada (PDAC) annual convention has just ended. The management has reported 23,819 from 130 countries attended this year’s annual convention, close to pre-pandemic attendance levels. There were more than 1,100 exhibitors, covering for the first time, over 600,000 square feet
February 24, 2023 I bought a lot of NEWP this week at US$2.49. This is my primary Silver holding. Many traders today look strictly at price motion, ignoring the intrinsic value of the companies. If they happen to be stock market illiterate, they should be ordering my new book. It’s
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