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The stock market continues to rise as the real economy remains stuck in neutral thanks to monetary stimulus. When the monetary music stops, large caps will drop based on "risk-off" macro beta but small caps will perform based on fundamentals. Read More

Canada's performance in the aftermath of the Great Recession was certainly impressive relative to most of the rest of the world. But it was not the product of supernatural agency. The Great White North's ability to survive and thrive was based on long-term policy choices. Read More

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