Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
The Headlines (as usual) Are Too Dramatic
October 2014
Despite the weakest post war economic recovery, heavy global debt burdens (debt to GDP at 125%) and brewing geo political issues, equity markets have been rather buoyant, especially in North America.
Canadian Oil - Unwanted and Stranded
June 2014
There is a lot of talk these days about the fate of Canadian oil. Specifically, there is much discussion surrounding two questions - does the U.S. still need Canadian oil and even if Americans need Canadian oil, is it stranded?
Preconceived Notions
July 2013
Since the year 2000, China has become an increasingly important part of the global economy. The impact that it has had is astounding.
Triple Paradigm Pricing Shift Coming
June 2013
Sionna has some new insights into sideways markets we want to share. In Chart 1, shown below, the green periods represent bull phases and the white periods highlight sideways/bear phases.
Stretch When Exercising, Not When Investing
April 2013
One theme that we continue to see in the Canadian equity market today is a willingness to “stretch for yield.” Investors are so desperate to find income-producing investments that they are prepared to pay an elevated price for that yield.
The 6% Solution (and there is a good chance it could be 9%!)
September 2012
History tells us sideways markets are far more common than secular bull runs. Sideways trends occur immediately after a bull market and last for at least 15 years.
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