Topics covered: Volatility levels, Mid-cap GARP strategy, Inflation rates, Fixed-income allocation, Energy sector, Convertible bonds, Chinese markets, Canadian income trusts, Basic materials
Topics covered: Telecoms, Taxable preferreds, Private equity funds, M&A activity levels, Interest rate expectations, Free cash flow strategy, Competition in bonds, Calculating intrinsic values, Aerospace market, ADRs
Topics covered: Real rate equation, Physical and fabrication demand, Labor competition, Italian market, Impact of pro-cyclical commodities, Global hedge book, ETF activity, Electronic gold, Declining mine supply, Base metals boom
Topics covered: Tech stocks, REITs, Outsourcing in China, Merger arbitrage, Market correction expectations, Geopolitical threats, Distressed securities, Central bank behavior, Buy and hold environments, Bond yield curves
Topics covered: Utilization Rates, Slowing housing market, Semiconductor market, Raw material pressures, Price concessions, Limiting capacity additions, Global ethylene market, Demand and the global GDP picture
