Montreal, Canada

With spot natural gas trading more than 70% below its all-time high 3.5 years ago, some oil companies are finding good bargains among the companies that produce the cheap fuel.

Montreal, Canada

There’s got to be something wrong with this story.

Last week, the U.S. Treasury recorded its strongest demand for ten-year notes since the 1980s, raising $21 billion dollars. This occurred despite government data reporting a record monthly budget deficit in February. Year-to-date in 2010, the United States is running a record $651.6 billion dollar budget deficit.

Las Vegas, Nevada

I always conclude my annual visit to the American southwest in Las Vegas. I'm finishing a short five day stint where I traveled to Texas and Nevada. One of my oldest and dearest investors lives in Las Vegas and I always look forward to visiting this glitzy city. I just arrived from San Antonio where another great client has resided for many years. Hard to believe we had dinner a few nights ago just a few miles from the Alamo.

Las Vegas, Nevada

Mohamed El-Erian, PIMCO's co-CEO and probably one of the best credit gurus in the United States, believes the global economy will struggle because of the ongoing deterioration in public finances. Though the next credit shock might be a few years away following the dark days of 2007-2009, governments will face the Piper again amid a flood of issuance to finance out-of-control deficits and rising long-term interest rates.

San Antonio, Texas

The more you trade, the less you earn. The less you trade, the more you earn.

That's the premise behind passive investing or indexing whereby more than 85% of active money-managers have failed to beat the S&P 500 Index over the last 20 years – mainly due to excessive trading and high expenses associated with mutual funds.

But sometimes an investor has to make a move…

- Dugald Malcolm

Montreal, Canada.

Despite hopes for a much needed market correction back down to the 1,030 area, we will have to make do with February's 8.1% pullback - at least for now.

Montreal, Canada

The bears are running for cover in March. After touching important support levels recently, many averages are now on the verge of breaking-out.

Several U.S. benchmarks broke into new territory last Friday as they surpassed previous highs established in January. The move might signal a broader trend as other indices join the rally.

Montreal, Canada

Ten years ago you wouldn't find a value fund holding a single technology stock. Today, many of the world's top-performing U.S. and global equity funds hold significant positions in these companies as they've transitioned from bubble-stocks to cash-rich darlings.

Montreal, Canada

The odds that central banks in the major market economies will get their timing exactly right as they withdraw mountains of excess liquidity from the financial system remains low. Both the Federal Reserve and The European Central Bank (ECB) threaten a budding economic recovery by undoing unorthodox monetary and financial intermediation assistance programs at a time when several key markets remain frail and still dependent on government support.

Montreal, Canada

Universally regarded as "poor man's gold," silver is at the cusp of a major secular rally that will outpace gold prices as the next leg of the bull market takes hold in 2010-2011. Adjusted for inflation since 1980, silver prices should be trading at roughly $128 an ounce. But massive manipulation from four major short-sellers, including J.P. Morgan, has placed enormous pressure on silver over the last several months even as investment demand soars, mainly from booming coin sales and ETFs, or exchange-traded funds.