January 18th, 2016 - Economic figures continued to take a backseat to equity market turmoil in terms of headline news from last week, however the largest takeaway from today's Weekly Economic Watch will be the upcoming Bank of Canada rate announcement and subsequent Monetary Policy Report scheduled to take place Wednesday.
Welcome to the 3rd Quarter 2015 Permanent Portfolio Newsletter! Among catching you up on performance, fundamentals, and a glance at our recently implemented Canadian and U.S. individual portfolio reports, this edition of our newsletter focuses on the correlation (or lack thereof) of the four asset classes that make up Permanent Portfolio and, together, how they reduce risk in the portfolio.
November 16th, 2015 - Today's Hot Chart takes a look at 3rd Quarter foreign investment in Canada, which has turned negative for the first quarter since 2008.
November 16th, 2015 - It was a very light data week across the board which leaves this week's Weekly Economic Watch rather short in length. Not to worry though as the stage is set this week for the Fed to release their minutes from their most recent meeting which will certainly be used as yet another indicator of a possible December rate hike.
November 11th, 2015 - We are in the midst of a light data week in Canada, however the biggest weekly news is out as we have some housing starts numbers to crunch which of course serve as an important economic indicator moving forward.
November 9th, 2015 - The tail end of last week had plenty of economic buzz with both Canada and the U.S. releasing labour statistics while Canada also saw some positive light shed on their trade deficit as well. It was a whirlwind Friday with several releases and the Weekly Economic Watch is a perfect summary for your reading pleasure!
November 6th, 2015 - As expected, there was a plethora of economic news releases from both Canada and U.S. as we approach the weekend. The good news is we have condensed everything you need to know in to an all-in-one piece for your reading pleasure. All of the pieces herein are very brief and right to the point. Enjoy!
November 5th, 2015 - Round two! First off, a slight change already (that you may have noticed). I am going to roll with the number 2 as opposed to the word two in the title, just seems a little crisper to me. Thoughts? Regardless, six days after my inaugural letter I thought I should get back at it and provide by ever-so-valued opinion. As I hope sarcasm is also a second language to you, let...
November 4th, 2015 - Although we don't usually post this document as we receive it daily (and following markets daily is a roller-coaster), there is some important notes inside of this edition. Only a one-pager and therefore a very quick but informational read!
November 2nd, 2015 - After a sluggish first half of the year, it appears Canada has returned to growth thanks to a strong 3rd quarter while the U.S. saw some deceleration of growth in their 3rd quarter. Of course, the Fed meeting took last week's spotlight but with very little changing as we still await the first rate increase in a decade.


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