While Donald Trump is quick to give the thumbs up sign, the markets returned the gesture with a big thumbs down. U.S. stock markets are down smartly in the first quarter of 2025. Meanwhile International stocks are the new kid in town in 2025. Money is experiencing a mass emigration. International developed market stocks are […]
Calling on the Dividend Aristocrats on the Sunday Reads.
Given that the S&P 500 moved into correction territory this past week, it’s not surprising that every other article or podcast subject matter focuses on defensive stocks. A correction is a 10% decline from the previous peak. The growth oriented Nasdaq 100 was down about 14%. One article that caught my eye focuses on the […]
Our U.S. stock portfolio, 10 years after on the Sunday Reads.
It was 10 years ago that I cut ties to our U.S. equity ETFs and purchased 15 of the largest cap stocks in the Dividend Achievers Index. Those 15 stocks were teamed up with three existing holdings – Apple, Berkshire Hathaway and BlackRock. The Achievers Index is available by way of Vanguard’s ETF – ticker […]
The world changes on Monday. The Sunday Reads.
If you’re not living under a rock, or in a cabin in the mountains with no electricity, you’re likely aware that Donald Trump returns to the White House on Monday January 20th. The world will likely change drastically on the economic and geopolitical fronts. The thing is, we don’t know how things will change. No […]
Economists exist to make astrologists look good, on the Sunday Reads.
Warren Buffett (the world’s greatest investor) once exclaimed that ‘if your company has an economist on the payroll it has one too many employees’. And of course you can look to the headline of this post for another telling description of the use of economics in making investment decisions. We can put any ‘market guesser’ […]
Canadian banks’ mixed bag of earnings on the Sunday Reads.
It’s the Stanley Cup playoffs for Canadian investors. It was Canadian bank earnings week. The Canadian banks have been on a terrific run, playing catch up after underperforming the TSX Composite in 2022 and 2023. It was a mixed bag of returns this past week. Mostly, team Green (TD Bank) was in the red, while […]