Electricity prices are set to soar in Europe over the upcoming months. It is expected to hit lower-income families hardest with utility bills going up steeply. Europe uses the merit order principle, a mechanism designed to determine the price of electricity. The price is linked with demand, starting with low cost power sources such asContinue reading “Europe’s Upcoming Energy Affordability Crisis – September 2022”
Tag Archives: inflation
Agnico Eagle Mines Analysis – January 2022
Agnico Eagle Mines (TSX:AEM, NYSE:AEM) is a senior gold miner with a market cap of $15.85b CAD. They announced a merger of equals with Kirkland Lake Gold (TSX:KL, NYSE:KL) in September 2021. In November, both companies shareholders approved the merger and are awaiting to be granted the final order by the Ontario Superior Court ofContinue reading “Agnico Eagle Mines Analysis – January 2022”
End of Year Thoughts on the Markets – 2021
Christmas is almost here and important investment decisions are looming. Let’s begin. Omicron is spreading rapidly across the world. Emerging guidelines within Canada are that healthcare workers are now required to get a 3rd Pfizer shot (a booster). If the federal government is going to require a third shot against covid-19, I think it wouldContinue reading “End of Year Thoughts on the Markets – 2021”
A Slowdown in China? – November 2021
China’s economy is headed for a slowdown. Power shortages, crackdowns on property speculation and a zero-tolerance covid-19 strategy is leading some to believe that the rebound from the virus-induced recession and lockdown is losing steam. The latest data show that China grew 4.9% in the July-September quarter from a year earlier, down from 8% inContinue reading “A Slowdown in China? – November 2021”
Thoughts on Inflation – October 2021
The United States Bureau of Labor Statistics reports the Consumer Price Index (CPI) monthly and is probably the most widely used gauge of inflation. It takes surveys from people in urban areas and compiles them into a report. But there are different measures for inflation, one that might be more accurate than the CPI isContinue reading “Thoughts on Inflation – October 2021”
Devlin Demontigny 