February 24, 2022
February 2022 – IceCap Global Outlook “How do you know a central banker is lying...
Well, the time has finally arrived. Since 2008-09, the world has become addicted to 0% and negative% interest rates, combined with other extreme central bank monetary policies including quantitative easing and bailouts to equity, and bond markets. This never-before-tried monetary experiment slowed the world from sinking into a deeper hole,…
October 13, 2021
October 2021 – IceCap Global Outlook “You cannot be serious”
Whereas most investors are familiar with the main equity market indices, less are familiar with bond, currency and commodity market indices. And even fewer are familiar with volatility measures within each of these markets. Over the last 20 years, equity markets have produced 3 major market corrections. The volatility and…
June 10, 2021
June 2021 Special IceCap Global Outlook – Real Vision Interview
Presented by: Keith Dicker, CFA, Founder & Chief Investment Officer Thought we’d change-up the format of this edition of the IceCap Global Outlook. On a regular basis, IceCap’s Founder and Chief Investment Officer is invited to share…
May 13, 2021
May 2021 – “Californication”
In this issue of the IceCap Global Outlook, we reveal how the inner workings of the world’s top central banks have been heavily influenced by the Greek god Dionysus, California-based rock band the Red Hot Chilli Peppers, and Hank Moody, the character portrayed by David Duchovny in the TV series…
October 1, 2020
October 2020 – “Hysteria”
Over the last 6 months, the US Dollar has declined between 5-8% against a few of the world’s major currencies. This movement has ignited a hysteria amongst medias proclaiming the US Dollar is on the verge of collapsing, and relinquishing its status as the world’s reserve currency. In this issue…
September 21, 2020
September 2020 – “Canada – Speech from the Throne”
Written by: Keith Oland, Global Strategist. On August 18th, 2020, the Prime Minister of Canada Justin Trudeau asked Governor General Julie Payette to prorogue Parliament. This means all parliamentary activity stops until a new session of parliament is opened with what is called a Speech from the Throne. This also…
June 8, 2020
June 2020 – IceCap Global Outlook “USD Revaluation”
The USD being revalued upwards used to be viewed as almost unthinkable. However, the current economic and geopolitical environment leads us to believe that the possibility of the USD being revalued is no longer 0%. In recent months we have seen geopolitical tensions between the United States and China increase…
May 28, 2020
May 2020 – IceCap Global Outlook
In our first IceCap Global Outlook since the COVID Crisis began, we examine how and why our strategies were successful prior to the crisis beginning and the successful changes we made as the crisis developed. Now that the crisis is developing, we share exactly how we expect global markets to…
May 23, 2020
May 2020 – Special Global Market Outlook Presentation Charts
2020.05.21-Special-Presentation-Santiago-IceCapDownload…