Inflation is coming down in Canada and the U.S. And one can argue that the rate hikes have had little effect. After all, Canadians and Americans are spending money, and employment is strong. The economy has been very resilient. Perhaps inflation was transitory after all, caused by the pandemic and the invasion of Ukraine. This […]
The markets keep chugging along on the Sunday Reads.
Stock markets in North America and around the world had a fantastic week. While a bit sticky, inflation is heading in the right direction in Canada and the U.S. The economies appear strong enough as the consumer and employment holds up. There is the hope that central bankers are at or near the end of […]
Canadian stocks are dirt cheap on The Sunday Reads.
In the Sunday Reads we look at the dirt cheap Canadian stocks, building an ETF portfolio vs an all-in-one asset allocation ETFs and more. The markets are leaning towards more rate hikes in Canada and south of the border. And when it comes to advisors, most Canadians should choose ditch vs switch. Why not hold […]
A new bull market on the Sunday Reads.
In last week’s Sunday Reads, the headline read that the recession can wait. The economic forces that are at work trying to tame the economy are moving in slow motion. I had suggested that we might take the Summer off, on the recession watch. And now we have a new bull market in the U.S. […]
Sticky inflation on the Sunday Reads.
While we had some initial success in getting inflation down from the 8% range, we are now getting stuck in a zone that is much higher than the 2% “target”. I’d even suggest that rate hikes have had little to nothing to do with that inflation-fighting success. For higher rates to have a real impact, […]
Checking in on our U.S. stocks on the Sunday Reads.
Eight years ago, I bought 15 U.S. dividend growth stocks as a real-life portfolio demonstration. More than a demonstration, it was the total value of our U.S. holdings in our retirement accounts. The strategy was to create a more defensive and retirement-ready portfolio. The portfolio slants to quality, profitability and business moats. The 15 stocks […]