Annual Investment Outlook 2009
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Annual Investment Outlook 2009

Thomas S. Caldwell:
Understanding the future by first understanding the present and the immediate past. A story. The current circumstances that we are living through. Our reactions and our government’s reactions defining the future of the economy and the markets in which we live. Our American cousins diving in and dealing with the problem. Stabilizing the financial system as the first task. This address as the speaker’s “best guess.” A stabilized financial system. The one ingredient still missing. Ethical concerns. Being pummelled by negativity. Obama’s plan. Asset mix. Equities. The bond market. How the market has started to ignore the bad news. Keeping things simple. The financial-services area. Exchanges. The Canadian market. Canadian banks and exchanges. U.S. dollar inflation. Short-term markets. Looking past the current mess. Concern of the potential of over-reaction by the U.S. regulators. A positive year.
Nick Barisheff:
“Making Money in Troubled Times.” Identifying the dominant trends and adjusting portfolios accordingly. The role of precious metals. A review of 2008 to better understand what lies ahead in 2009. Not much improvement for 2009. Gold as the best-performing asset. How gold differs from other precious metals. Gold as a currency rather than a commodity. Some figures on gold’s performance. Other factors in 2008. The end result of inflation. Hope for the bailouts. What the U.S. government did and effects of same. What people think about what lies ahead in 2009 and how current data does not support it. Being realistic and adjusting to changing circumstances. More figures on the performance of precious metals. Responding to the question “What percentage of my portfolio should be in precious metals bullion?” Making money in 2009. Rethinking investment strategy and portfolio allocations. The next 20 years unlike the past 20 years.
Ross Healy:
The speaker’s company and their use of balance sheet analysis. An illustrative example. A brief review of the current situation. Market memory. What the banks in Canada look like now. Some comments on the Canadian Oil and Gas Index. Market outlook – some observations. Recent developments and what they suggest. The seizing up of the entire credit system and the effects. The speaker’s company’s 2008 advisory portfolio. The real problem of “what now?” A compelling guidepost. More debt not a solution. What the Americans are doing, as the Japanese did before them. What lies ahead for 2009. Some recommendations. The longer term. The positive side.