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 […]
Pumped up earnings and tax threats, on Weekend Reads.
It’s early in the US earnings season, and it’s likely tis the season for earnings beats and upward revisions. From my MoneySense weekly, “With less than 10% of the S&P 500 having reported, results are strong and have boosted the blended consensus for first quarter year-over-year earnings growth to nearly 31% from 25%.” That’s more […]
The Sunday Reads. Scarcity cred, from David Bowie to Babe Ruth.
My recent MoneySense column stars David Bowie. He was much more than a music visionary. It’s almost as if David Bowie could see the future. He was a creative business man as well offering the Bowie Bonds that allowed him to buy back his music rights, as investors then profited from the success of his […]