Here we go again. Or with respect to our stock portfolios and net worth perhaps the right framing is ‘here we grow again’. And once again, it is tech stocks driving the market in the U.S. While a stellar earnings report from Shopify gave the Canadian markets a jolt. Shopify is once again the most […]
Global portfolios are up nicely in the first half of 2025. Plus, the Sunday Reads.
The first half of 2025 is in the books, and perhaps in the history books. Against all odds global stocks have delivered over 10% in U.S. Dollars in 2025. The U.S. market (S&P 500) offered about 5.7%. Of course the economic backdrop (noise) is a U.S. President hell-bent on a global tariff war and an […]
Enjoy those lower stock prices, honestly.
Volatility has returned in a big way. With volatility comes lower stock prices, and that can be good news if you know how to harness your emotions. Lower stock prices can help you build incredible wealth. But learning how to stay the course through market corrections and bear markets is essential. Understanding how the stock […]
Don’t avoid U.S. stocks. Embrace a global portfolio.
We all know that Canadians are up in arms (well, elbows are up to be more specific) over President Trump’s strategy to destroy Canada, economically. There is a national wave of pride that says ‘Buy Canadian’ and avoid most anything produced in the U.S. More Canadians refuse to cross the border as well, tourism to […]
Calling on the Dividend Aristocrats on the Sunday Reads.
Given that the S&P 500 moved into correction territory this past week, it’s not surprising that every other article or podcast subject matter focuses on defensive stocks. A correction is a 10% decline from the previous peak. The growth oriented Nasdaq 100 was down about 14%. One article that caught my eye focuses on the […]
Slanting / to more value stocks on the Sunday Reads.
The U.S. stock market is just dang expensive. There’s just no other way to say it. The trailing PE ratio is over 30. The only other time it was this expensive was during the financial crisis of 2008-2009 and the dot com crash of the early 2000s. The cyclically-adjusted CAPE ratio sits near 38. Once […]