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Monthly March 2021

February and March have seen an incredible rise in interest rates. No they aren’t the 15% from the 1980’s but take a look at the 5 year Government of Canada Bond Yield over the last year:{{CODEpodcastS2E7}}5 year Canadian bond yields have gone from a low of around...

December 2020 Market Update

Overall my take is that there is a lot of demand waiting to be unleashed through the form of savings and lower debt utilization. This is the tale of two worlds where service and other areas affected by forced shut-downs are suffering horribly while there are other...

November 2020 Market Update

November was an exceptionally strong month in the stock markets. Today I talk to you about: Portfolio Positioning Economic Developments Are You Wealthy? {{CODEpodcastS2E3}}November was a phenomenal month and possibly our best month ever. As the year enters the last...

October 2020 Market Update

Today I talk about some interesting developments in the mortgage market, economic truths across the world of course, the U.S. election. {{CODEpodcastS2E2}} Cheap Interest & Your Home U.S. 30 year mortgage rates are incredibly low, around 3.01%. Yes, for the next...

The Monthly – September 2020

As if 2020 couldn’t get any crazier. The world was basically shut down due to a global pandemic, kids worldwide not attending in-person school, a hot button US election with the chances of the incumbent president likely to reject the results if he loses and now the US...

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 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 across most of...

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

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...

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...