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 […]
Recession or stagflation?
Many economists and market experts are suggesting that the outcome for 2022 and into 2023 might be that we experience a recession or stagflation. That’s not a good choice we might think. And of the tw0 ‘options’, we might prefer a recession. A recession might do enough to quell inflation. And we do have to […]
Making the most of market corrections on the Sunday Reads.
There are two sides to stock market corrections. In this post we’ll take a historical look at the length and degree of the drawdowns. We’ll also look to the great potential of investing through the corrections. The long term returns you receive might be the greatest at and near the market bottoms. Meaning the worse […]
Market corrections and bonds on the Sunday Reads.
The stock market correction of 2022 has certainly dominated the financial headlines. The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008. The S&P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1932. Canadian stocks are down […]
Stock markets have you spooked? Here’s the answer.
Most investors do not like volatility. They do not like looking at their investment account balance observing that they’ve ‘lost money’. Of course, you have not lost money until you buy an asset at a certain price and then sell at a lower price. You’ve then just realized your losses. You have not lost money […]
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 […]