Maple Leaf Memo

The People's Potash

Saskatchewan Premier Brad Wall may have dropped the phrase that will define the nascent struggle for control of one of his province’s main cash cows.

Foreign Capital and key North American Assets

Sovereign wealth funds (SWF) such as China Investment Corp have invested billions in Canadian companies. Reports suggest SWFs could be courted for stakes in the new General Motors.

Consistent Throughput Builds Wealth

Fee-based revenue from one of the industry’s biggest producers separates Pembina Pipeline Income Fund (TSX: PIF-U, OTC: PMBIF) from other Canadian oil sands plays.

A Brief History of Trust Taxation and Conversion

The goal of the Tax Fairness Plan was the elimination of the income trust sector. Among the unintended consequences is a whole new class of high-dividend-paying corporations.

Canada's Role in "The Rise of the State"

Canada has played an important part in the dramatic rise of sovereign wealth funds and other state-sponsored investment vehicles.

There's Something About Canada

The Bank of Canada's rate hike and the statement accompanying it are further evidence that the Great White North has something to offer that can't be found in other developed economies.

It's the Deflation, Stupid

Elected officials, frightened by an invisible specter and what looms in November, won’t act on the greatest threat to global growth prospects. Monetary policymakers still have the room--and the capacity, presumably--to act.

China and Canada: It's All Business

A Saudi King’s hint that Peak Oil is real is interesting. A Chinese official’s forecast of billions more in investment dollars flowing into Canada’s oil patch is actionable.

American Investor, Get Long the Canadian Dollar

Fear-inspired weakness is the perfect time to establish positions in securities leveraged to the best economic story in the developed world.

The G-20 in Canada: Europe vs. North America

The global stimulus consensus that emerged from the G-20’s first series of meetings, in 2008 and 2009, is about to unravel.