And I’m back on MoneySense, making sense of the week. The weekly column was led by the big Canadian banks who all reported this past week. Thanks to Dan from stocktrades.ca for helping with that analysis. Banks are showing to somewhat be a hedge in the rising rate environment. The banks benefit from favourable net […]
What the heck has been going on? The Sunday Reads.
I was back Making Sense of the Markets for MoneySense as Kyle is away on a wonderful family vacation. I offered a wrap on the inflation fight and the market reaction. Stock markets had a very strong week, but it was much ado about nothing. Central bankers confirmed plans that were already announced, but it […]
The core ETF portfolios have delivered over the last several years.
It’s easy to build a core ETF portfolio. And Cut The Crap Investing offers portfolio construction examples, with models available at various risk levels. By building an ETF portfolio you can hold a superior portfolio compared to actively managed mutual funds. You’ll also cut your fees by some 90% or more. Fees are an incredible […]
Sticky inflation and calm markets on the Sunday Reads.
Stocks were relatively flat for the week as the market makers weighed the potential of a Fed pivot vs the risk of a recession or at least, economic weakness. Fed officials keep reminding investors that they are serious about raising rates and keeping rates higher as long as is needed to tame inflation. Inflation is […]
U.S. inflation “cools” as stock markets rip on the Sunday Reads.
Stocks surged on Thursday with their best day since 2020 after a key inflation indicator came in softer than expected. The S&P 500 was up 5.5% while the Nasdaq Composite was 7.3% higher. It was the biggest percentage jumps for the S&P and Nasdaq since spring 2020. Canadian stocks were up almost 3%. The Consumer Price Index, a key inflation gauge, […]
The defensive Canadian big dividend portfolio on the Monday Reads.
Canadian investors love their big dividends. The Canadian high dividend approach can also be arranged to create a more defensive portfolio. That can have a meaningful benefit for a retiree and for those who desire to own a portfolio with less volatility. That lower risk portfolio can be easier to handle in troubling times. Experiencing […]