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Canso December 2019 Corporate Bond Newsletter

These are trying times for rational human beings. Although we can’t imagine the irrational ones are having much fun either. The U.S. remains focused on impeachment (the pessimists) and elections (the optimists), the U.K. on…
Commentary

Canso November 2019 Market Observer

In this edition of the Canso Market Observer, we present the reality show and soap opera called “Withering Heights”  the story of recent interest rates in the United States. The co-stars of our drama are…
Commentary

Canso August 2019 Market Observer

If you’re wondering about what is going on in the financial markets, you are not alone. There are so many cross currents in the financial markets at present that many highly educated and very smart…
Commentary

Canso June 2019 Corporate Bond Newsletter

With summer fast approaching, life could not be better for some. Toronto Raptors fans, the graduating class of Morehouse College and aging rocker Mick Jagger, to name just a few. The future is decidedly less…
Commentary

Canso April 2019 Market Observer

Before beginning to read this edition of the Canso Market Observer, we feel that it contains disturbing and financially graphic content that might upset you. Therefore, for the first time, we request that you read…
Commentary

Canso March 2019 Corporate Bond Newsletter

It is hard to get excited about much these days. It is March and still cold outside. It is dark when the alarm sounds since we lost an hour of sleep when we recently “sprung…
Commentary

Canso January 2019 Market Observer

“It was the best of times, it was the worst of times,” wrote Charles Dickens. We think it pretty well sums up the financial markets of 2018. Read the full newsletter at the link below.
Commentary

Canso December 2018 Corporate Bond Newsletter

With the end of the year drawing closer, our American friends celebrated their Thanksgiving and mourned the passing of George Herbert Walker Bush, the 41st President of the US. George “HW” was fondly eulogized as…
Commentary

Canso October 2018 Market Observer

We are usually surprised at the lack of surprise of other investors at things we consider ominous. Lately, we have been perplexed and worried about the current market apathy at the steady uptrend in bond…