I recently updated the performance of our U.S. stock portfolio in a post for Seeking Alpha. We continue to outpace the returns of the S&P 500. I was also asked how I would build the U.S. stock portfolio in 2023, given the valuation issues for the U.S. market. In this post for Cut The Crap […]
Was inflation transitory? Plus, the Sunday Reads.
Inflation is coming down in Canada and the U.S. And one can argue that the rate hikes have had little effect. After all, Canadians and Americans are spending money, and employment is strong. The economy has been very resilient. Perhaps inflation was transitory after all, caused by the pandemic and the invasion of Ukraine. This […]
The markets keep chugging along on the Sunday Reads.
Stock markets in North America and around the world had a fantastic week. While a bit sticky, inflation is heading in the right direction in Canada and the U.S. The economies appear strong enough as the consumer and employment holds up. There is the hope that central bankers are at or near the end of […]
Canadian stocks are dirt cheap on The Sunday Reads.
In the Sunday Reads we look at the dirt cheap Canadian stocks, building an ETF portfolio vs an all-in-one asset allocation ETFs and more. The markets are leaning towards more rate hikes in Canada and south of the border. And when it comes to advisors, most Canadians should choose ditch vs switch. Why not hold […]
Investing in Canada on the Sunday Reads.
Happy Canada Day long weekend to those who celebrate. And celebrate we should. While most of us will have some “suggestions” about how to make things better, we should first admit that we won the lottery when it comes to the passport we hold. Canada is a wonderful place to live. The true north strong […]
The balanced portfolio rules on the Sunday reads.
Sorry, it looks like I jinxed the bull market run in U.S. stocks. After posting on the new bull market, U.S. stocks have had a rough go. That said, it’s a drop that only spans several trading days. Canadian stocks had a rough week and seem stuck in the mud, though they are modestly positive […]