- Jul 24
With China Facing Deflation, We Expect These Sectors to Win Either Way
The sluggish economy needs stimulus.
- Jul 17
How Jimmy Hoffa is Helping Us Dig for Ideas
Our firm is very carefully avoiding investments in companies with a large labour presence.
- Jul 11
Charles Schwab Got Thrown Out with the Bathwater
The bank selloff in March presented a great buying opportunity.
- Jul 1
June 30 Newsletter to Clients
Our monthly newsletter to clients discussed our market outlook.
- Jun 30
If Your Bank Manages Your Investments, Hold Your Wallet
Canadians expect bad behavior to happen only south of the border. However, our banks are guilty of the same malfeasance.
- Jun 24
Driving Ahead with Copper
Mark Bristow, Barrick Gold’s CEO, has been quoted saying that owning copper output is critical “if you want to be relevant.”
- Jun 17
Lessons Learned from the "Nifty Fifty" of the 1960s
So far this year, seven stocks are responsible for almost all of the market’s return.
- Jun 10
52% of Condo Investors Losing Cash and Renters Will Fill the Gap
With rates now higher, rental revenue isn’t covering the costs like it was before.