Normally when we think of beaches and Buffett our imaginations turn to Jimmy Buffett and Wasting Away Again in Margaritaville and searching for that lost shaker of salt. Today our (not frozen) concoction includes Warren Buffett and beaches, Trump books, the markets (stocks, inflation, recession) watch, retirement, dividend counting and more. From beaches to Buffett […]
How many stocks is enough? That and more in the Sunday Reads.
Enough already. It is a common question. How many stocks is enough? That question was asked and answered this week. There are studies that show that most of your diversification needs can be reached with 12 stocks. And that goes for diversification among one stock market or region. And certainly we’d have to pay attention […]
Building the retirement stock portfolio.
How do you build a suitable retirement portfolio, made of stocks? I gave that a go this week on Seeking Alpha. That may lead to a greater debate about ‘can you really build a suitable retirement stock portfolio?’ I’d say that yes you can, but we have to cover off all of the bases (economic […]
Everybody’s guessing on the Sunday Reads.
There’s a common event I keep witnessing. Everybody’s guessing. And that is, the stock markets and bond markets keep guessing and take the liberty to change their mind(s) as well. We’re in an economic transition period. And we simply don’t know in which economic regime we will land. But the markets keep guessing based on […]
The cost of rate hikes on the Sunday Reads.
This week the Bank of Canada raised rates a full percentage point. They are bringing out the big guns to fight inflation. Will the Fed follow suit in the U.S.? – I asked in a post this week. In the Sunday Reads we’ll have a look at the cost of rate hikes and how that […]
The bank of Canada surprised the markets by doing the right thing. Will the Fed follow suit?
On Wednesday the Bank of Canada did the right thing and increased the overnight rate by a full 1%. Many borrowers and homeowners will immediately face higher interest costs. Home owners with fixed rates may face increased rates and costs down the road, when their current mortgage fixed terms expire. Central banks increase rates in […]