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The week's best web reads: Hedge funds turn bearish on loonie

Canadian dollars.

John Cowie/iStockphoto

Inside the Market's weekend roundup of some of last week's best investing reads on the Internet, which are highlighted every morning in our premarket report.

Market Signals

Hedge funds' pessimism on the Canadian dollar has reached a six-year high. But they are bullish on the greenback.

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Morningstar's outlook for the stock market: It's time to be selective.

A growing lineup of fundamental, contrarian, seasonal and technical indicators points to the growing likelihood of a big correction dead ahead.

Three Black Swans that are circling the markets.

Such things as the Home Equity Line of Credit points to a possible time bomb in the Canadian financial system.

Rail traffic isn't looking recessionary, but it's definitely weakening.

Bullish sentiment among individual investors is on the decline, while sell side professionals remain extremely bearish.

Surprisingly, the defensive sectors of the market have led this year's rally.

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Despite all the talk, there really wasn't a "great rotation" out of bonds and into equities in the first quarter. Meanwhile, anti-correlation between stocks and bonds is still high.

U.S. dividend payouts continue to rise, even after the surge in the fourth quarter that was sparked by tax changes.

ETFs

How the 2013 Canadian budget will affect ETFs, including the so-called advantaged products that aim to reduce tax burdens.

It was bound to happen sooner or later: a U.S. dividend-focused exchange traded fund with a shorting hedge is on its way.

Some new U.S.-listed ETFs are giving investors unprecedented access to Nigeria, Mongolia and central Asia.

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Better investing

Why you shouldn't hold much cash in your portfolio.

10 things financial advisers don't say.

Companies

Four companies whose stock repurchases - and strong dividend yields - serve investors well.

Is Apple too big to succeed?

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About the Author
Investment Editor

Darcy Keith is The Globe and Mail's Investment Editor. He has been a business journalist since 1992 and joined the Report on Business in 2010 from Yahoo! Canada, where he was the senior editor of finance. More

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