Yup, it’s time to have a look at what is going right in the markets, and what is going right for investors. Being in the semi-retirement stage when the risks are greater, and with that lens, I am quick to consider the risks and to put those risks on the table. But there’s much to […]
Tons of energy, on the Sunday Reads.
It was the story of the week. Energy prices are rising and even skyrocketing in some parts of the world. There is the fear that energy shocks could turn into an energy crisis. We are already at crisis stage in Europe. Readers might feel this risk in two or three different ways. Some investors will […]
Why do we talk about inflation? The Sunday Reads.
It is a good question, why do we talk about things that are out of our control? It is often said (wisely) that an investor should concentrate on what she can control. We can control many important components such as our asset allocation (risk level), how much we invest, the fees we pay, the taxes […]
The ETF model portfolios in 2021.
The first half (H1) of 2021 is in the books. It’s no surprise that as we look to the other side of the pandemic, investment returns are robust. Economies are opening up in North America and around the globe. Earnings are improving. Business leaders and consumers are in a good mood. Investors are going along […]
The stock and bond markets are buying the transitory inflation argument. On Sunday Reads.
This week offered another look at inflation numbers in the U.S. Inflation is robust and we see those inflation hotspots or pockets. Transportation costs for goods are soaring. Commodities prices (and especially oil) are on the march higher. Yet the markets have shrugged off the big inflation numbers. The stock and bond markets are buying […]
On Sunday Reads, will investors take the Summer off?
It’s no secret that we are all fed up with this pandemic. And I can’t believe how long it has been since the first modern day pandemic has consumed our thoughts and shaped our lives. I first wrote about the pandemic on February 1, 2020, just as the virus was setting up shop in North […]