When it comes to sectors, energy is the most useful inflation fighter. In fact it is the only sector that has delivered positive real returns across every inflationary period, looking back some 100 years of stock market history. Energy stocks also delivered incredible returns during the stagflationary period of the 1970’s and into the early […]
The inflation-fighting ETF scorecard on the Sunday Reads.
Last Summer, Rob Carrick at the Globe and Mail asked a few major ETF providers to offer up some inflation protection. In a recent post Rob delivered the inflation-fighting ETF scorecard. There are a couple of obvious winners and a few head-scratching ETFs offered up as inflation-fighters. Here’s the inflation-fighting scorecard, plus the Sunday Reads. […]
The all-weather portfolio. Ready for most anything.
I recently posted a portfolio concept for the all-weather portfolio for 2022. The idea behind an all-weather portfolio is that it can prosper during periods of sun, rain, storms, hurricanes, earthquakes and tsunamis. Of course, in the above analogy weather serves as a proxy for the economic conditions that might arrive. The all-weather portfolio is […]
The Russcession is coming!
There is a growing chorus that the invasion of Ukraine will lead to a global recession. The economic destruction and inflation that is being unleashed is formidable. We have spiking oil prices. Oil spikes cause recessions. Throw in the fact that central banks have to increase rates (tighten) into an already slowing economy and the […]
The War on inflation on the Sunday Reads.
It is more than unfortunate that for two weeks running the top story in my MoneySense column is the invasion of Ukraine. Nothing is more important than the human suffering (of course). It is distressing and surreal. But given my ‘job’ I do address the economic and portfolio considerations. In this week’s post I address […]
There’s dividend energy on the Sunday Reads. The Ninepoint Energy Income Fund.
The energy sector has been the best-performing sector for well over a year now. In October of 2020 I suggested that readers give the energy sector another look, another chance perhaps. That suggestion was mostly based on the work of Eric Nuttall who runs the Ninepoint energy fund. From that October date the energy index […]