In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment Management. We discuss his process when evaluating markets, views on the state of the economy and markets, and where potential opportunities might lie.
As always, all feedback is welcome.
Veni, Vidi, Fifty
That's Not a Cut, This Is a Cut
Terminal! Terminal! Terminal!
Back to School, Back to Work
Keep It Simple
The Squeeze
One Down, Two to Go?
It's Cuttin' Time!
Budget Bingo: Winners and Losers
Decidedly Undecided
Nobody Said It Was Easy
Just Be Long
Hopeful on Housing
Not So Fast
Too Far, Too Fast?
Who to Believe?
The Canadian Conundrum
It’s Finally Over
Carnage
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