You’ll find an interesting and eclectic mix of topics and posts and videos in this Sunday Reads. It was a very rich week in the search for great reads and insights. So much for the dog days of Summer. Be curious. Think different on the Sunday Reads. The first half of 2022 (H1 they call […]
Stock markets are back from the dead on the Sunday Reads.
After several weeks of losses, U.S. stocks staged an impressive rally this week. The S&P 500 was up over 6% for the week. Canadian stocks were up near 2.5%, though Canadian stocks have not suffered in 2022. They are relatively flat year-to-date. Investors were looking to signs that inflation may have peaked and that central […]
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 […]
No longer making sense of the markets. Plus, big dividends for big returns.
I have submitted my last column for Making Sense of the Markets. For almost two years I have scanned the headlines, listened to many economists, observed past market trends to try and make sense of it all. It has been an exciting journey. And what an incredible learning experience. There was never a dull week. […]
It’s time to rebalance the portfolio on the Sunday reads.
In the land of investing, the only free lunch is diversification. Yes, this blog is also free 🙂 Perhaps that is dessert on top of that diversification free lunch message that I also offer up with regularity. Today’s environment carries more swirling risks and challenges than I have seen in my 30+ year investment ‘career’. […]