Third Eye Capital
Tel: (416) 601-2270
Fax: (416) 981-3393
Email Third Eye Capital
Brookfield Place
Bay Wellington Tower
181 Bay Street, Suite 2830
Toronto, Ontario, M5J 2T3
Inflation is hitting peaks across the globe not witnessed in decades. The reasons for this are now well publicized: governments ran enormous deficits during the pandemic and wrote cheques to individuals and companies, which in turn fueled demand for goods and services; the monetary base...
Fighting in Ukraine is ongoing and increasing the chances that Europe will ratchet up energy-related sanctions and likely sustain higher oil prices. Russia is the world’s third largest oil producer and the second largest crude oil exporter. Russia stopped reporting production data after official sanctions...
Investor excitement for innovation companies is justified by recent technological advances and the widespread adoption of trends in ecommerce, cloud computing, web 3.0, and AI. ARK Investment Management (ARK), which claims to focus solely on offering investment solutions to capture disruptive innovation in public...
When the price of money is zero, the value of everything is infinite. The zero interest rate experiment led by the U.S. Federal Reserve (U.S. Fed) in response to the global pandemic created investor fairy tales that “stonks” only go up, virtual coins are money,...
Favorable funding conditions and a strengthening economy have allowed riskier borrowers to avert serious default by extending near term maturities and lowering borrowing costs. In the first quarter of 2021, issuers rated B- in the S&P/LSTA Leveraged Loan Index were able raise US$54.6 Billion to...
“It is really quite amazing how time horizons and money goals can change when there are stocks around that are going up 100 percent in six months.” – Adam Smith, 1967 It has been a wild time for markets. In 2020, stock markets around the world...
