Update on Canadian-to-US equities

A few months ago, I posted a graph on the ratio of EWC (Canadian equities) and SPY (S&P 500)... see here.

Today that ratio is more like 0.203, which is on the way lower than the 0.225 that we had in September.

Is a short on the EWC (or other commodity-related indices) a good insurance policy?

The Essential Mental Model for Understanding Innovation

The Essential Mental Model for Understanding Innovation

http://www.valuewalk.com/2012/03/the-essential-mental-model-for-understanding-innovation/?utm_source=rss&utm_medium=rss&utm_campaign=the-essential-mental-model-for-understanding-innovation

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Full Transcript of the CNBC Warren Buffett Interview

Full Transcript of the CNBC Warren Buffett Interview

http://www.gurufocus.com/news/165113/full-transcript-of-the-cnbc-warren-buffett-interview

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News Headlines

News Headlines

http://www.cnbc.com/id/46624513?__source=RSS*blog*&par=RSS

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Calculating Brand Value

Calculating Brand Value

http://www.gurufocus.com/news/163684/calculating-brand-value

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Buffett would sell J&J?

News Headlines

http://www.cnbc.com/id/46542011?__source=RSS*blog*&par=RSS

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Why China Will Have an Economic Crisis

Why China Will Have an Economic Crisis

http://feedproxy.google.com/~r/timeblogs/curious_capitalist/~3/JVKSmYmz0Mg/

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Fastenal's Runaway Stock Success

Fastenal's Runaway Stock Success

http://www.businessweek.com/magazine/fastenals-runaway-stock-success-02232012.html

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CNBC Transcript Part 1: Warren Buffett on Buying Houses and the Next Berkshire CEO

http://www.cnbc.com/id/46541258?__source=RSS*blog*&par=RSS

"Have patience. Stocks don't go up immediately": Walter Schloss (1916-2012)

http://www.gurufocus.com/news/163090/have-patience-stocks-dont-go-up-immediately-walter-schloss-19162012

Interview with Prem Watsa of Fairfax Financial

http://www.fairfax.ca/Theme/Fairfax/files/newsletters/FairfaxNewsletter7%2012-20-11.pdf

Here's a link to a Barron's article arguing the US markets could be up strongly this year.

http://online.barrons.com/article/SB50001424052748704444604577207223617121572.html?mod=BOL_twm_fs#articleTabs_article%3D0 

Emerging markets have their mojo back

A sign of over bullishness?

Emerging markets have their mojo back

http://rss.cnn.com/~r/rss/money_markets/~3/dIjR1D7VOHM/index.htm

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Warren Buffett: Why stocks beat gold and bonds

Warren Buffett: Why stocks beat gold and bonds

http://rss.cnn.com/~r/fortunefinance/~3/5iR8GI3ThMY/

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Chinese inflation rate picks up

I read a book titled "american phoenix" recently that talks about how the US is exporting inflation to china because the yuan is pegged to the dollar...

Chinese inflation rate picks up

http://rss.cnn.com/~r/rss/money_markets/~3/XlC7Vn9GaOI/index.htm

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