In my column for MoneySense this week, I look at the green commodities supercycle. Perhaps no cyclical sub-sector investment opportunity offers more tailwinds. And right in front of that tailwind is a windmill and other clean energy producers. Parked in front of that windmill (and plugged in) is an electric vehicle. The entire globe and […]
Canadian stocks are looking rosy, says Rosey, on the Sunday Reads.
Canadian economist David Rosenberg is known as a ‘permabear’. Meaning that he is usually predicting a market decline or recession. Of course the old joke is that economists have predicted eight of the last two recessions. That said, Rosenberg (Rosey) and a select few economists and portfolio managers did predict the last two major stock […]
The investonomic smorgasbord on the Sunday Reads.
Start with some stocks and dividends and energy and asset allocation and then mix in $2 per litre gas prices, plus my dueling economists who say GMO stagflation “yes!” and inflation “no way” and you’ve got an investonomic smorgasbord on the Sunday Reads. This week when I made sense of the markets for MoneySense, I […]
The Dividend Aristocrats for retirement, on Sunday Reads.
The Dividend Aristocrats are U.S. stocks (members of the S&P 500) that have increased their dividends for at least 25 years or more. That index methodology will find incredible quality and it also offers a large cap bias. Large cap (capitalization) means that the companies are at the higher end with respect to what it […]
Rethinking retirement (RIP), on the Sunday Reads.
Today’s post will weave together retirement as seen in a more traditional sense and those who practice F.I.R.E. – an acronym for financial independence and retire early. In the Globe and Mail Brenda Bouw offered that the COVID pandemic is giving early retirees second thoughts, they’re going back to work. On FiPhysician, Dr. David Graham […]
We’re buying U.S. stocks on the Sunday Reads.
The over-valuation of the U.S. stock market is one of the major investment themes (and truths) of the day. If history repeats, the U.S. stock market funds, and many U.S. stock portfolios will find it difficult to eke out any real return (that factors in inflation) over the next several years or decade. Another theme […]