derailedcapitalism's blog
Bank of Canada Sees Improving Business Confidence
Submitted by derailedcapitalism on 10/09/2010 23:39 -0500Tilson Interview: Investing in Undervalue Value Stocks
Submitted by derailedcapitalism on 09/06/2010 22:50 -0500"Sometimes the cheapest situations are the ones that everyone agrees are cheap, but there's no catalyst. We think cheapness is its own catalyst and if you can be patient, sometimes for a year or two, you'll be rewarded. Our patience and the investor base we built that allows us to be patient is a big advantage."
Garrison Hill Capital Management: “Unstressful Assumptions”
Submitted by derailedcapitalism on 08/23/2010 21:34 -0500Garrison Hill Capital Management issued its latest report on the macro economic environment. The firm looks at the ridiculousness of the European stress tests, summarizing as to why the CEBS report is absolutely meaningless
Canadian Mutual Fund Industry: A Changing Landscape
Submitted by derailedcapitalism on 08/23/2010 08:14 -0500The Canadian mutual fund industry has experienced significant setbacks since the credit crisis in 2007. The growing lack of credibility with global capital markets has caused general public skepticism and market risk aversion. The total landscape of the Canadian mutual fund industry has structurally changed as investors re-evaluate their retirement savings plan and seek alternative sources of capital preservation.
