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The Monthly: May 2020

The Monthly: May 2020

I think it is required that I highlight some of the recent news going on in the United States right now with racial inequality and police brutality with respect to the markets. It is incredibly sad to see loss of life and the poor treatment of others. It is a highly...

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The Monthly: April 2020

The Monthly: April 2020

April has been a crazy month with some markets having their best in decades while others had their worst ever. Companies are pulling their guidance and many analysts have stopped updating their estimates and guidance too. The stock market rally is likely fueled by a...

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Luxury Home Downsizing

Luxury Home Downsizing

Have you considered changing HOW you live? The bigger house, the maintenance, the stress? Have you considered selling your luxury home and buying a luxury condo? With the proximity to the lifestyle you love and none of the maintenance it can be a beautiful move for...

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Containment

Containment

2020-03-02 Normally I don’t like to talk about the news as I focus on reports and data however there is a lot of reports and data in the news last week. Coronavirus has been all consuming to the markets and the developments have been quick.  To me the difference is...

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Interpretation of Recent Markets

Interpretation of Recent Markets

Coronavirus, Canadian delinquencies, CP rail disruptions, Canadian job numbers and the recently proposed changes to the mortgage stress test. This is on the economic backdrop of extremely high consumer debt, high corporate debt on the negative side and low housing...

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Monthly January 2020

Monthly January 2020

With 2019 behind us I wanted to point out the difference in performance of the Canadian TSX and US markets S&P 500. This talks about the importance of having a purpose behind investing and while not all years will work out in the desired way, it proposes that...

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Monthly December 2019

Monthly December 2019

December and January market info seemed to be more news driven than data driven.  Overall perspective is weakness in Canada and strength in the US. This can be seen in the comparative returns between the US S&P 500 (up 28.9% in 2019 not including dividends) versus...

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Where I’m Investing in 2020

Where I’m Investing in 2020

As the new year is around the corner, I thought it would be helpful to talk about where I'm investing in 2020 and how I'm positioning my clients' portfolios. I thought it would be helpful to give: Two examples of investments Economic rationale Examining individual...

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Monthly November 2019

Monthly November 2019

The markets can be interesting with the Canadian TSX and US S&P500 both up around 3.4% in October, the US index was up 25.3% and the Canadian index was up 18.97% for the year until Nov. 30,2019 not including dividends. It is important to look both at the short and...

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