David Rosenberg: What US$50 Oil Really Means For Canada’s Economy


David Rosenberg: What US$50 oil really means for Canada’s economy

We have spent the past several weeks getting our hands dirty in the data to find out what Canada is going to look like if oil is US$50 per barrel, assuming it stays near that level, and at the US$100 price that seemed to be the new equilibrium just seven short months ago. Nearly one in…

2020 Letter: Kerrisdale Outlines Long Thesis For This ESG Tech Stock

Sahm Adrangi's Kerrisdale Capital was up 6.5% for the fourth quarter, including a decline of 0.3% in October and gains of 3.2% and 3.5% for November and December, respectively. For comparison, the S&P 500 gained 12.2% during the fourth quarter, while the Barclay Hedge Fund Index was up 9.3%. Q4 2020 hedge fund letters, conferences Read More

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