What’s not good is to think that the game is on again. This week saw some insane gyrations in commodities and currencies. The sudden increase in risk appetite and the chase for yield in the junk bond market is somewhat alarming.

Ed is a long-time member of the site. He is about to bike across Canada to raise money and awareness of childhood cancer research and support programs. Please show your support for Ed!

It’s been a while since the last strategy podcast, but in this one, we have a special guest, Rex. We addressed concerns about U.S. Treasury bonds and other issues of the day.

It’s month end, and if you are a member, please check your email early in the morning for the preliminary weighting for our Core portfolios in case you need to adjust your account before the close tomorrow. The next podcast is done and will be uploaded overnight.