(Not) boring finds for March 2018
Will the love affair with private equity end the way of the 1849 Gold Rush (i.e., not well)? Just how large is Canada’s shadow economy? What is Jeremy Grantham’s battle plan for an overvalued U.S.
Southern exposure in the North: When Canadian small-caps expand into the U.S.
It is possible for smaller companies to punch above their weight in a foreign market.
The end of oil?
In the spring of 2000, Sheikh Yamani gave an unprecedented interview with The Telegraph on the future of oil. As he was the former Saudi oil minister from 1962 to 1986, many paid close attention to his declaration that “[t]hirty...
The Unsexy, boring, yet highly effective business model of the rail industry
Oligarchs, despots, and soccer moms: Reflections on the price of oil (part 2)
Last week, we weighed in on the recent drop in the price of oil. We likened the move to a rock thrown into a pond and cautioned against reaching for the falling knife.
Looking beyond borders: Why Europe isn't dead
I recently had a discussion with a client that had just returned from a European vacation. He shared stories about the interesting food, culture, and architecture.
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