You might be watching NFL football this Sunday, but just as exciting was the kick off to earnings season south of the border. U.S. stocks had been stumbling and fumbling in recent months, but stocks are now running again thanks to putting some impressive numbers on the board. It was hit after hit. Yes, I’ve […]
How to protect against inflation, on Sunday Reads.
It is probably the greatest (and potentially dangerous) misconception in the investing landscape, that stocks protect you from inflation. That’s simply not true. While stocks have a long term history of besting inflation, they can fail in many periods, short and extended. Stock markets do not always work as an inflation hedge. And Vanguard suggests […]
The big Canadian banks go big on the Sunday Reads.
The big Canadian banks reported quarterly earnings this week, and they mostly did not disappoint. Thanks to the reopening of provinces and fewer COVID restrictions we are making some progress on the economic front and many see less risk in the banking sector. The banks are removing monies from their rainy day funds. Those amounts […]
Adding clean energy to the portfolio, on the Sunday Reads
For an investment bolt-on, I like the undeniable trends. Climate change is likely the most pressing and challenging and important event of the century. No matter where you stand on climate change (politically or scientifically) there is no denying that countries and companies around the globe are creating more sources and levels of clean energy. […]
Checking in on the Canadian wide moat portfolio.
It’s a trade off. I hold a concentrated portfolio of Canadian stocks. What I give up in greater diversification, I gain in the business strength and potential for the companies that I own to not fail. They have wide moats or exist in an oligopoly situation. For the majority of the Canadian component of my […]
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 […]