While the vast majority of Canadian mutual funds are very ‘weak’, there are a couple of bright spots. Mawer might head the list. They have perfected the art of boring. Tangerine has some very good offerings. Tangerine offers index-based balanced couch potato portfolios. Also, Canada’s largest mutual funds from RBC are not that bad. In […]
We’re not fighting inflation on the Sunday reads.
This past week was all about central bankers and their attempts take on inflation. Tiff Macklem and Jerome Powell were both in the spotlight as they made announcements and rate move decisions. With inflation at 30 year highs on both sides of the border, Macklem and Powell decided to do what they do best – […]
When will U.S. stock markets become attractive?
There is no denying. By almost every measure, U.S. stocks were at historically high valuations in 2021 and especially heading into 2022. Stocks were driven higher thanks to TINA – there is no alternative (to stocks). Bonds are terrible, so buy stocks, no matter how expensive. The thing is, bonds and U.S. stocks both offer […]
More than interesting stock charts on the Sunday Reads.
I have a real nice mix of reads for you today in the Sunday Reads. But first, I will offer up a framing of the economic situation as it sits today. And I have some very interesting charts to share. 2022 is about that battle between solid economic growth and growing earnings and revenues from […]
2022 returns for retirement ETF portfolios.
It is a common question from readers. How do I create reliable retirement income with ETFs? It is a simple answer if we consider the last 40 years. A simple mix of Canadian, U.S. and International stocks has provided the necessary growth component. Core bond funds have offered the required risk management. Stocks for offense. […]
The investment battle of 2022 on the Sunday Reads.
2022 will hopefully be the year that ends the pandemic. And that may happen towards the front end of the year. But the pandemic to endemic stage may not be the biggest ‘story for the year’. 2022 is shaping up as a year with solid economic growth and earnings prospects. A very good year may […]