There’s a common event I keep witnessing. Everybody’s guessing. And that is, the stock markets and bond markets keep guessing and take the liberty to change their mind(s) as well. We’re in an economic transition period. And we simply don’t know in which economic regime we will land. But the markets keep guessing based on […]
The bank of Canada surprised the markets by doing the right thing. Will the Fed follow suit?
On Wednesday the Bank of Canada did the right thing and increased the overnight rate by a full 1%. Many borrowers and homeowners will immediately face higher interest costs. Home owners with fixed rates may face increased rates and costs down the road, when their current mortgage fixed terms expire. Central banks increase rates in […]
The first half of 2022. Be curious. Annuities. Caring for aging parents on the Sunday Reads.
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 […]
Accumulation vs retirement investing on the Sunday Reads.
It is crucial, or at least let’s say that it can be very advantageous to separate the accumulation stage and decumulation stage. We build portfolio wealth as much as possible in the accumulation stage. We want the biggest portfolio value possible. More money creates more retirement income. You can create more retirement income with $2 […]
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 […]
Building the energy dividend portfolio.
When it comes to sectors, energy is the most useful inflation fighter. In fact it is the only sector that has delivered positive real returns across every inflationary period, looking back some 100 years of stock market history. Energy stocks also delivered incredible returns during the stagflationary period of the 1970’s and into the early […]