5 from 5i - Performance of risk-on and risk-off assets in times of crisis

Benchmark indexes traded sharply higher early this week on relief that Irma weakened to a tropical storm and North Korea did not conduct a nuclear test over the weekend as feared. Shares of Cannabis companies were gaining traction on Friday after Ontario Attorney General held a press conference providing further details on a number of the specific considerations included in the plan for implementing legalized cannabis in Ontario. CRH Medical (CRH) announced it has acquired a 51% interest in a gastroenterology anesthesia practice in Central Colorado. Alamos Gold (AGI) has signed a friendly deal to acquire Richmont Mines (RIC) in an all-stock offer valued at about $933 million. Evertz Technologies (ET) reported fiscal Q1 revenue and EBITDA significantly above estimates, continuing momentum from last quarter. Here are five stories we found interesting this week:

  1. How markets could react to a North Korean Nuclear Conflict
  2. A good primer on momentum investing
  3. We know whats in our food. We should know whats in our portfolios 
  4. Your market thesis needs to change with new information
  5. China, commodities and loose monetary conditions are driving global growth
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