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The Monthly – June 2021

In this newsletter we are going to provide a brief market update followed by an in depth conversation around the impact of inflation across your life using the 4 Pillars of Wealth. The stock markets were generally up in May 2021 with the exception of the US tech heavy...

Market Update – May 2021

The data that came out in April is now in the spotlight in May more than ever. The debate about interest rates, inflation, global production, currencies and more are discussed then wrapped up with a discussion on portfolio positioning. See More...

Market Update April 2021

Overall, equity markets were very strong with Canadian housing on a tear. Canadian housing seems to be taking a more calm pace in April so far. Let’s dive into some of the returns, where growth is, reopening effects, manufacturing supply issues, sectors to benefit and...

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...