Banting Court Capital Management Inc.

Banting Court Capital Management Inc. Financial Markets Blog & Advanced Market Data.

A sector specific analysis for the current market environment.
06/14/2024

A sector specific analysis for the current market environment.

The best stocks to invest in right now may be obvious as we are in a typical bull market which sees the index rise without resistance.

Really? What recession?
05/22/2024

Really? What recession?

It’s not a coincidence that S&P 500 companies had the strongest EPS growth in nearly 2 years while the word ‘recession’ in a company transcript has fallen to a near 2 year low;

Small cap stocks get a haircut.
04/26/2024

Small cap stocks get a haircut.

Over the last month, the Russell 2000 index is down -5.71% on those changing interest rate expectations as market participants have placed bets on both higher rates on prospective loans and/or an issuance of shares, leading to share dilution.

2024 continues to throw curve ball after curve ball. Here's some info to consider at this point in time...
04/11/2024

2024 continues to throw curve ball after curve ball. Here's some info to consider at this point in time...

Inflation is up, high interest rates are here to stay, and gold is pulling demand from every corner of the market.

Conflicting views.
04/10/2024

Conflicting views.

Oil prices are up more than 20% YTD and it doesn’t look like there will be a break in prices until interest rates come down. However, that break will likely be short lived.

Global update.
04/05/2024

Global update.

Following safety checks, most manufacturing businesses were able to start production again after just a 1 day lull. This is a testament to Taiwan’s earthquake early warning system, modern building design, and resilience of its citizens.

Attention JPY traders!
04/04/2024

Attention JPY traders!

Although all of the above is bullish for the Japanese Yen (JPY), it will take some time to work its way through international markets and have an affect on bond yield differentials.

A way to interpret Berkshire Hathaway's cash balances.
04/03/2024

A way to interpret Berkshire Hathaway's cash balances.

Berkshire Hathaway reported a record high cash balance at the end of 2023 to the tune of $167.64 billion which appeared odd to market participants.

Rate cuts are on the horizon.
04/02/2024

Rate cuts are on the horizon.

The Fed hasn’t cut rates yet because it seems to be more concerned with the labour and stock markets than it is with the commercial property market.

Gold demand found a new entrant...
04/02/2024

Gold demand found a new entrant...

Utah has now joined a small but growing list of states who also hold physical gold and silver as reserves for state funds.

Where to and where not to park your money.
03/28/2024

Where to and where not to park your money.

In addition to political and economic risk, a country’s legal and default risk must also be analyzed. The following list was compiled by analyzing all these factors together to estimate a risk premium (the extra risk in a given market). The U.S. served as the baseline used for measuring the extra ...

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