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October 11, 2018

One Ring To Rule Them All…


Last week, US interest rates completed a multi-year reversal pattern and broke out over a three-decade downtrend line. I believe that interest rates move in generational cycles and the chart pattern has now confirmed a long-term trend towards higher interest rates. This trend is across the entire US duration curve and appears to have been followed by similar moves in many other global benchmarks. ... Read More
Categories: Investments
Positions Mentioned: Aimia, Viemed, Tesla, Tidewater
February 26, 2018

Viemed


Over the years, there have been multiple studies that show dramatic operational performance improvements at companies in the first few years after a spin-off. There are many theories for trend, but it likely comes down to a combination of; management being directly able to direct capital allocation, more focused and more rapid operational decision making, directly tying equity compensation to the actions of management ... Read More
Categories: Investments
Positions Mentioned: VMD CN
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