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 […]
There’s good news in the markets, on the Sunday Reads.
Yup, it’s time to have a look at what is going right in the markets, and what is going right for investors. Being in the semi-retirement stage when the risks are greater, and with that lens, I am quick to consider the risks and to put those risks on the table. But there’s much to […]
Why do we talk about inflation? The Sunday Reads.
It is a good question, why do we talk about things that are out of our control? It is often said (wisely) that an investor should concentrate on what she can control. We can control many important components such as our asset allocation (risk level), how much we invest, the fees we pay, the taxes […]
The ETF model portfolios in 2021.
The first half (H1) of 2021 is in the books. It’s no surprise that as we look to the other side of the pandemic, investment returns are robust. Economies are opening up in North America and around the globe. Earnings are improving. Business leaders and consumers are in a good mood. Investors are going along […]
A look at the Canadian stock market on Canada Day.
For the first half of 2021 the Canadian stock market outpaced markets in the developed world. Canadian stocks are up over 17%. Our stock market is well positioned for any inflationary environment or what they call the reflation trade. The TSX is one of the most economically sensitive global indices in the world. Inflation-sensitive (or […]
We’re at the earnings peak, on Sunday Reads.
The stock markets mostly don’t care about what have you done for me lately. It’s more about what are you going to do for me next year? The pandemic gave a wonderful example of how the stock markets are forward thinking. Now certainly in the pandemic, we noticed that the stock markets are ridiculous at […]