Published 05-21-15

43 Minute Video

Connected in Strange Ways?

John reviews the key messages in his latest 5 reports:

Growth

• Currency War Collateral Damage: China Stops Growing, Starts Easing
• US Nearing a Recession, Dollar Falling Hard

Momentum

• Canaries In The Coal Mine, Part 1: Tech High-Flyers Fall To Earth

Sentiment

• The End is Near, Part 3: Corporations are the Ultimate Dumb Money
• The End Is Near, Part 4: Peak Trophy Asset Inflation

Interpreting The Signals

Based on these reports, Gord & John then consider what underlying trends are at work and what it means going forward.