Merry Christmas and happy holidays. I hope most of you were able to enjoy some wonderful family time. Many of us had to cancel plans at the last minute due to COVID cases or close contact with those who have tested positive. That Omicron variant is everywhere and is more than prolific. More on OMI […]
It’s portfolio checkup time on the Sunday Reads.
Next week, the Sunday Reads will fall on boxing day. And for the record, I will not be rushing through the doors (throwing elbows) trying to get my hands on the 3 large screen TVs selling at 80% off! at Best Buy. Yes, the year is drawing to a close. As the first full year […]
What is the cost of your Canadian home bias?
Investors around the globe are known to invest ‘too much’ of their portfolio in their home country. It is called a home bias. Canadian investors are guilty of that home bias. Many estimates suggest that Canadians hold about 60% of their portfolio assets in Canada. Meanwhile Canadian stock markets only represent about 3% of the […]
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 […]
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 […]