Subprime infection spreads to Germany
It seems like just yesterday, but it has been five months since the first signs of credit woes began in the global debt markets. As we have incessantly predicted, to the point of boring...
Monthly Archive: July 2007
Clarus research on Discovery Air
With the pending closing of Discovery’s (DA.A:TSX) acquisition of Top Aces, a Wellington Financial Fund II portfolio company, we are interested in every word written these days on the putative acquiror of one of...
"Panic" sets in to the debt markets
If you are a Bill Murray fan, you might recall the moment early in his movie “Stripes” when, having been dumped by his girlfriend, he says “and then, depression sets in”. This past week,...
Danny King coverage
If you aren’t a reader of the sports section, here is the link to the Globe and Mail’s coverage of Danny King’s five consecutive birdies at yesterday’s second round of the PGA Canadian Open....
Bay Street Buzz
Courtesy of Bill Vlaad, of Vlaad & Co. “Deutche Bank has hired David Fry as Head of Global Markets Canada (essentially DCM). David is leaving ABN Amro where he was Global Head of Local...
Friday interview with GMP's Lorne Sugarman
If you are a tech company in Canada, you’ve probably met Lorne Sugarman, GMP’s tech investment banker, over the past several years. Although this past week has been brutal, 2007 is shaping up to...
CDN Open Round 1
For all that might be said about the Angus Glen Golf Course, there aren’t very many easy holes at this week’s Canadian Open. I had the pleasure of following our two sponsored pros, Richard...
Clarus research on Nightingale Informatix
Here is a quick report from Clarus equity research, in advance of the quarterly release by Wellington Financial Fund III portfolio company Nightingale Informatix (NGH:TSXV). This morning, Nightingale announced that it has signed four...
Questions for today
Despite the reputation of bloggers, we don’t always have all the answers. So, here are some random questions for the day: Question: Why are some Catholics in Ontario complaining about P.C. Leader John Tory’s...
Charges brought against Amaranth and team
This just hit the WSJ site, and will come as a surprise, perhaps, to some: CFTC Charges Amaranth, Hunter in Gas-Trading Probe By KEVIN KINGSBURY July 25, 2007 9:05 a.m. The Commodity Futures Trading...
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