We’re in one of those weird (but good) stages when just about everything is working. Across the board stocks are delivering. Bonds are back, meaning the balanced portfolio is back, and at all-time highs. Gold is also setting new highs. In fact it’s all kind of ‘goldilocksy’ these days. Inflation is behaving as we prepare […]
Canadian stocks are on a win streak, on the Sunday Reads.
Canadian stocks posted a 3.33% gain for the week. It was the second consecutive week of solid gains after the near panic on Monday August 5th. U.S. stocks were up 4% while international stocks were up 3.5%. It was a week of fireworks and champagne cork popping for equities. It’s OK to celebrate, especially if […]
Canadian banks step up to the plate on the Sunday Reads.
TD Bank, the bank of the Blue Jays, was fittingly hitting lead off this Canadian bank earnings season. The Blue Jays are off to one of their worst starts in a decade. TD beat estimates for earnings and revenues. Did TD hit it out of the park? The rest of the Canadian banks step up […]
Checking in on your asset allocation on the Sunday Reads.
‘Diversification is the only free lunch’ is a common investing notion. We manage the sector, geographic, currency risks and volatility (to name a few). Our asset allocation decisions mostly determine our returns and our portfolio volatility. Our key decision will be our ratio of stocks (growth) vs bonds (defense). And then, where do we get […]
Canadian stocks are better than you think on the Sunday Reads
For all of the headwinds and bad press for the Canadian economy, you’d think that the stock market was in a tailspin. But surprisingly, that’s not the case. The TSX Composite and TSX 60 are threatening to make new highs, eh. That’s as U.S. stocks make new high after new high. Given that, balanced portfolios […]
Will AI power your portfolio? Plus, the Sunday Reads.
NVIDIA and AI rules the week, just as there are expectations that artificial intellgence (AI) will rule the world for the next decade or three. NVDIA (NVDA) reported absolutely spectacular results this week. Revenue was up 409% compared to the same quarter of 2023 while earnings increased 765% year over year. Those results and general […]