Happy Easter to those who observe and ‘celebrate’. We’re counting our dividends and counting our blessings on the Sunday Reads. In this post you’ll find some dividend portfolio updates. Other Canadian investors ‘have portfolio will travel’. Should you avoid bonds in retirement? Got international stocks? And you’ll find the performance update for the core ETF […]
Smooth sailing, on the Sunday Reads.
The stock markets were able to leave the banking crisis behind. We moved on to more smooth sailing with markets up about 3-4% for the week. The first quarter was very strong. And growth sectors led the way. Historically, a strong first quarter sets the table for a strong year. That said, the storm clouds […]
The balanced portfolio journey on The Sunday Reads.
The balanced portfolio had a terrible 2022. In fact, it was just about the worst ever. Stocks were down and bonds had a rough ride delivering negative returns thanks to the rising yield environment. As rates go up, bond prices go down. Inflation was the culprit. Central bankers created a rising rate environment to cool […]
When the Fed hits the brakes, someone goes through the windshield. The Sunday Reads.
Last Sunday the headline suggested that banks were breaking in the U.S. And as J.P. Morgan chief economist Michael Feroli said this week: “There’s an old saying: Whenever the Fed hits the brakes, someone goes through the windshield.” There was more windshield hitting as the week progressed. And as was suggested in the Globe & […]
U.S. banks are breaking on the Sunday Reads.
On Friday, due to a sudden increase in deposit outflows and a failed attempt to raise equity, Silicon Valley Bank was shut down by US regulators. It’s called a bank run. Depositors literally “run” to the bank to take out their money. It might be a little faster these days in the digital age. How […]
The Canadian banks report on the Sunday Reads.
This past week the big Canadian banks reported earnings. It was a solid reporting season for the big banks. Profits are still healthy, though the banks are preparing for potential economic weakness as they increase their emergency funds for the potential of bad loans. When money is moved for those loan loss provisions, that takes […]