• 151 days Could Crypto Overtake Traditional Investment?
  • 156 days Americans Still Quitting Jobs At Record Pace
  • 158 days FinTech Startups Tapping VC Money for ‘Immigrant Banking’
  • 161 days Is The Dollar Too Strong?
  • 161 days Big Tech Disappoints Investors on Earnings Calls
  • 162 days Fear And Celebration On Twitter as Musk Takes The Reins
  • 164 days China Is Quietly Trying To Distance Itself From Russia
  • 164 days Tech and Internet Giants’ Earnings In Focus After Netflix’s Stinker
  • 168 days Crypto Investors Won Big In 2021
  • 168 days The ‘Metaverse’ Economy Could be Worth $13 Trillion By 2030
  • 169 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 171 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
  • 172 days US Banks Shrug off Nearly $15 Billion In Russian Write-Offs
  • 175 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
  • 176 days Is Musk A Bastion Of Free Speech Or Will His Absolutist Stance Backfire?
  • 176 days Two ETFs That Could Hedge Against Extreme Market Volatility
  • 178 days Are NFTs About To Take Over Gaming?
  • 179 days Europe’s Economy Is On The Brink As Putin’s War Escalates
  • 182 days What’s Causing Inflation In The United States?
  • 183 days Intel Joins Russian Exodus as Chip Shortage Digs In

Stephen Johnston

Stephen Johnston

Contributor since: 20 Feb 2011

Biography

Stephen has over 15 years experience as a fund manger - working for organizations such as the European Bank for Reconstruction and Development, Societe Generale and Baring Brothers. Stephen has appeared on Business News Network and CBC News and been quoted in such media outlets as Fortune, the Financial Times and The Globe and Mail.

  • Next Time Perhaps We Should Let The Market Set Interest Rates

    Published 06 February 2012 | viewed 0 times

    I thought perhaps I would indulge in a little gallows humor at the "sudden" discovery of the insolvency of western nations - after all it's…

  • January 2012 Update: Can You Spare a Moment for the Real Economy? Water

    Published 30 January 2012 | viewed 0 times

    In my last briefing I began to discuss two of three trends I want to cover in detail over the course of 2012 - pension…

  • January 2012 Update - Can You Spare a Moment for the Real Economy? Part 1

    Published 23 January 2012 | viewed 0 times

    Despite the undoubted, but cheap, appeal of adding to the chatter about which country is thought to be going bankrupt this week or which government…

  • Trees, Meet the Forest

    Published 16 January 2012 | viewed 0 times

    Are we witnessing the end of a mercantilist, Keynesian financial system? Gustave Flaubert said "The future is the worst thing about the present." Gustave would…

  • Leverage is Dead, Long Live Value Investing

    Published 19 December 2011 | viewed 0 times

    My purpose today is to leave you with some hopefully constructive ideas to mull over the holiday season. Most of all I want to give…

  • Unexpected Risk of 2011...Counter-Party Risk

    Published 01 December 2011 | viewed 0 times

    "Never, ever take counterparty risk. It is the one risk you are almost never rewarded for taking." Joshua Brown summarizing a recent presentation by bond…

  • Keynesian Wreckonomics World Tour 2011

    Published 01 November 2011 | viewed 0 times

    The causes of economic events, as opposed to the often more head-line grabbing symptoms, are frequently overlooked by the mainstream financial media. So while recent…

  • Coming Soon to a Pension Plan Near You - Hobson's Choice

    Published 17 October 2011 | viewed 0 times

    A Hobson's choice is a free choice in which only one option is offered. As a person may refuse to take that option, the choice…

  • Monthly Update - September 2011

    Published 12 September 2011 | viewed 0 times

    Some Thoughts Macro, Value & Austrian Haven't heard of EROEI? You can be forgiven if its not a topic that is on the tip of…

  • Some Thoughts Macro, Value and Austrian

    Published 08 August 2011 | viewed 0 times

    Since the downgrade of the US does not come as a surprise to adherents of the Austrian School of Economics and the unraveling of government…

  • Monthly Update - June 2011

    Published 05 July 2011 | viewed 0 times

    Some Thoughts Macro, Value and Austrian "Just because you do not take an interest in politics doesn't mean politics won't take an interest in you"…

  • Some Thoughts Macro, Value and Austrian

    Published 23 May 2011 | viewed 0 times

    "Everyone wants to live at the expense of the state. They forget that the state lives at the expense of everyone" - Frederic Bastiat By…

  • Wealthquake

    Published 28 April 2011 | viewed 0 times

    Complacent, comfortable and sitting on an economic fault line - that's what I see when I visualize the West. Over the next 20 years as…

  • Demographics are Destiny

    Published 27 April 2011 | viewed 0 times

    The 19th century belonged to the UK, the 20th century belonged to the US and it appears that the 21st century may belong to China.…

  • The Dying of Money

    Published 27 April 2011 | viewed 0 times

    Will Rogers famously quipped, "It is difficult to make predictions, especially about the future". Ignoring Mr. Rogers' sage advice I will attempt to make some…

  • And They're Off...

    Published 26 April 2011 | viewed 0 times

    The race to the bottom in the foreign exchange markets appears to be beginning in earnest. According to one analyst over 25 countries have intervened…

  • Standing in a Bucket Trying to Pull Yourself Up by the Handle

    Published 26 April 2011 | viewed 0 times

    Winston Churchill once said "that for a nation to tax itself into prosperity is like a man standing in a bucket and trying to lift…

  • Some Thoughts Macro, Value and Austrian

    Published 18 April 2011 | viewed 0 times

    Allow me to begin with a generalization. While overly specific predictions about the future are bound to be incorrect perhaps it is possible to make…

  • Some Thoughts Macro, Value and Austrian

    Published 15 March 2011 | viewed 0 times

    With the recent unrest in some of the world's most critical petroleum producing regions I thought I might spend some time on the topic of…

  • ZIRP and the Law of Unintended Consequences...

    Published 22 February 2011 | viewed 0 times

    It is axiomatic that central banks can control interest rates or exchange rates - not both. As of late, they are falling over themselves to…