Commodity prices have lagged global equity indexes during the recent rally. he Commodity Research Board (CRB) spot price index has correctly anticipated all the major and minor turns in the global economic cycle during the past six years. As … [More.]
Save The Date! BCA Research 2013 New York Investment Conference Will Be September 23/24, 2013
February 4, 2013 By Leave a Comment
Montreal, QC February 4, 2013 BCA Research confirms that their exclusive annual New York Investment Conference will be held September 23/24, 2013 at the Waldorf Astoria. Join BCA as once again they will bring together an outstanding group of … [More.]
Risk, Robots And NCAA Revenue; A BCA Reading List
February 1, 2013 By Leave a Comment
Jared Diamond’s Guide to Reducing Life’s Risks - NYTimes.com The other morning, I escaped unscathed from a dangerous situation. No, an armed robber didn’t break into my house, nor did I find myself face to face with a mountain lion during my … [More.]
Outlook 2013 With Mr. X: Part Two
January 31, 2013 By Leave a Comment
In this edition of Q & A with BCA, we are pleased to offer a recent question posed by long-time BCA client, Mr. X. Making his first appearance in 1962, Mr. X has visited our offices at the end of each year to discuss the outlook for economic … [More.]
The Importance Of Equity Buybacks
January 30, 2013 By Leave a Comment
The backdrop is constructive for U.S. stock repurchases this year, which will boost EPS growth. Nonetheless, the key to sustaining the equity bull market is growth, not buybacks. he net withdrawal of equity has been fairly large since the end … [More.]
