This week I returned to my the column that I previously penned for MoneySense – Making Sense of the Markets. No I did not lose my senses and return to a regular gig, I am filling in for Kyle Prevost who has done a wonderful job after taking over the weekly task. I will also […]
Bond bulls, stock bears and energy dividends on the Sunday Reads.
It was a crazy week in the markets. South of the border the Fed took the stage and ‘shocked’ the markets (actually the move was leaked) with a 75 basis point rate hike. The markets initially liked the big move. Finally, the Fed will get serious about inflation. But then market makers changed their mind […]
Recession or stagflation?
Many economists and market experts are suggesting that the outcome for 2022 and into 2023 might be that we experience a recession or stagflation. That’s not a good choice we might think. And of the tw0 ‘options’, we might prefer a recession. A recession might do enough to quell inflation. And we do have to […]
Accumulation vs retirement investing on the Sunday Reads.
It is crucial, or at least let’s say that it can be very advantageous to separate the accumulation stage and decumulation stage. We build portfolio wealth as much as possible in the accumulation stage. We want the biggest portfolio value possible. More money creates more retirement income. You can create more retirement income with $2 […]
Stock markets are back from the dead on the Sunday Reads.
After several weeks of losses, U.S. stocks staged an impressive rally this week. The S&P 500 was up over 6% for the week. Canadian stocks were up near 2.5%, though Canadian stocks have not suffered in 2022. They are relatively flat year-to-date. Investors were looking to signs that inflation may have peaked and that central […]
Canadian stocks are looking good on the Sunday Reads.
Stock markets around the world are in correction mode. Leading the way for major markets are U.S. stocks. As I offered for more than a year, U.S. were very expensive. Canadian stocks don’t have the same growth profile as U.S. stocks, and they have offered very good value for quite some time. Rising earnings and […]