How the Bank of Canada could cure inflation — and four other market thoughts

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Market thoughts on how the Bank of Canada could cure inflation, the return of greed and energy stocks\u0027 no\u002Dshow. Read more from Peter Hodson

Giving random managers a bunch of money to buy whatever they want is not a good investment strategy

VinFast, discussed above, went public via a SPAC. Investors buy into SPACs in the hope that management will make a great acquisition, so they get in early on a newly public company. This can happen once in a while, but let’s look at the big picture here.since the start of 2020, 15 have gone completely bankrupt and 160 are down more than 80 per cent.

Some investors view more IPOs as a sign that the market is healthy since investors are finally willing to take a chance on new companies. Others see more IPOs as a sign of a market peak, as insiders of private companies decide to cash in on high valuations. So, like any market indicator, IPOs can send mixed messages.

We tend to think, the recent activity so far is a positive sign for the market. It is good that companies can raise money, and we are nowhere near the frenzied IPO pace of some other historical market cycles.Stay with us on this one. In the calculation of the consumer price index , shelter is a fairly major component. Of note, mortgage interest costs have risen 30 per cent in the past year as the

 

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How the Bank of Canada could cure inflation — and four other market thoughtsMarket thoughts on how the Bank of Canada could cure inflation, the return of greed and energy stocks\u0027 no\u002Dshow. Read more from Peter Hodson
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