Posts Taged did-you-know-2

Waiting for the Fundamentals to Prevail – Part 2 of 2

In the last market commentary newsletter we started the discussion on investment fundamentals and how we believe the Fraser Vandermeer Asset Management portfolios will outperform in the years to come based on this. Read Fundamentals Part 1 We’d like to continue this topic now with more specifics on the markets and our views. Here is […]

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Waiting for the Fundamentals to Prevail – Part 1 of 2

Definition – “fundamentals” (noun): central or primary rule; principle on which something is based; the basic building blocks, core long-held truths; being of central importance; age-old facts; the basis supporting existence or function; the general principles of a matter.1 1 www.merriam-webster.com/dictionary/fundamental As fundamentals relates to investing, we at Fraser Vandermeer Asset Management believe prices will […]

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The Global Public Debt Crisis

At the risk of sounding like the proverbial broken record, the current GFC (global financial crisis) is the predictable result of a great debt super-cycle popping, beginning as early as 2000, but finally manifesting with certainty and very badly in 2008. And it continues to this day with no real resolution by TPTB (the powers […]

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An update on the debt crisis – Has anything changed?

We’ve been watching some dramatic moves in gold and the mining stocks lately… but since their May 16th lows, they’re up 5% and 24.5% respectively (Gold Bullion & XGD.TO Global Gold Miners Index 2012 – return as at June 29th, 2012 – Source: TMX Powerstream). As we’ve told many of you in our meetings, the […]

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What's Going on in the First Quarter of 2012?

By now you will have received your quarterly statement and may be asking what is going on? On the investment front, here are some thoughts and perspectives I have on the portfolios: It’s been a tough quarter with gold and silver taking a hit and getting pushed down. The graph below shows Gold performance from […]

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