COMMENTARY 

Comment

• Oil Markets Tight Out to 2020

Current Articles

• Sep. 21, 2008—Stagflation fears likely to resume
• Sep. 13, 2008—Oil services a long-term buy
• Sep. 6, 2008—Inflation fears cooling off
• Aug. 30, 2008—Emerging markets to keep oil price high
• Aug. 23, 2008—Indian stock market has likely hit bottom
• Jul. 26, 2008—Dip in oil price is only temporary
• Jul. 19, 2008—No quick fix for U. S. housing market
• Jul. 5, 2008—Bear market looks like a long one
• Jun. 21, 2008—Emerging markets going cheap
• May. 27, 2008—Renminbi, ruble poised to climb
• May. 19, 2008—Oil price to slip as economies slow
• Apr. 19, 2008—Liquid natural gas China’s salvation?
• Apr. 26, 2008—Metal prices firm despite U.S. slump
• Mar. 29, 2008—Stocks still vulnerable as U.S. economy sinks
• Mar. 1, 2008—Oil to drop as OPEC turns up the taps
• Jan. 18, 2008—Wells Fargo a buy despite weaker Q4
• Jan. 3, 2008—U.S. housing report is a sobering read
• Dec. 6, 2007—Write strategy for oil majors
• Sep. 25, 2007—Dollar parity is only a state of mind
• Sep. 11, 2007—Housing slump may last for years
• Aug. 20, 2007—As U.S. slows, so slows world
• Jul. 30, 2007—Stock market prop loses lustre
• Jul. 8, 2007—Oil to stay north of US$60
• Jun. 24, 2007—Shorter-dated bonds still good choice
• May. 14, 2007—Natural gas prospects growing: Current weakness offers entry point as demand to rise
• Apr. 23, 2007—Equity investors take note: Germany’s economy is on the mend
• Apr. 10, 2007—Avoid Indian stocks for now
• Mar. 26, 2007—Subprime fallout: worst yet to come
• Mar. 12, 2007—A taste of what lies ahead
• Feb. 26, 2007—Remain cautious in East Asia
• Feb. 12, 2007—Japan’s banks to cash in on saving habit
• Jan. 29, 2007—More risk than reward in junk bonds
• Jan. 15, 2007—Oil services a long-term buy
• Dec. 18, 2006—Buy Canadian gold stocks to hedge U.S. dollar
• Dec. 4, 2006—Easy money fuels global equities, for now
• Nov. 20, 2006—Commodities indexes may not repeat
• Nov. 4, 2006—Pinched by Energy Trusts? Consider Integrated Oils.
• Oct. 23, 2006—Real Bond Yields Likely to Stay Dismal
• Oct. 2, 2006—Best Investment Strategy for Today’s Market

Reference Article Archive

• Principal Protected Notes—Not a Free Lunch
• Lock-in Funds: Protecting capital but compromising growth

Special Reports

Principal Protected Notes: How, Why and When?

This 14-page report sheds some light on the little understood and burgeoning principal protected note industry in Canada including an in depth look at the two basic guarantee structures, the fees and a simulation of returns under one guarantee structure.

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Downloads

• Generation Capital corporate brochure

Oil prices are softening recently as the US economy slows and analysts—one-time bulls on the oil market—are now floating the dreaded bubble world. Softer prices are predicated on oil companies spending record amounts of money to boost production over the next few years, but what about further out? Recent estimates of oil demand from China over the long-term appear overly conservative. That and serious questions about production looking as far out as 2020 suggest that any softening in the price of oil will be short-lived...

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DOWNLOADS 

Selected downloads available:

• Generation Capital corporate brochure

For a full list of downloads and research materials, visit the research page.