The Monthly – August 2020

The Monthly – August 2020

We had another phenomenal month in August with the US S&P 500 up 7.0%, the NASDAQ up 9.6% and US industrials were up 8.5% and adjusted for USDCAD currency changes US industrials was up 5.8%. The Canadian TSX was up 2.1% in August. My preference for the US has been...
The Monthly June 2020

The Monthly June 2020

The news with the economy seems to be going in opposite directions from the stock markets. I can’t help but ask why and try and find an answer. Let’s look at some economic data first.¬†US retail sales are on a solid uptrend, that’s positive. Inflation...
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...
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...
Covid-19 Where I’m Investing Now

Covid-19 Where I’m Investing Now

In the previous episode I talked about what the first thing I would do right now. That’s separating my stock and bond exposure. The next thing I want to focus on is the assets themselves. The stocks and bonds. In this episode I give out some of the ETF’s...