Blog

May 19, 2021 - Inflation was once the scourge of the global economy and the enemy of politicians. Recently, inflation has become one of the government’s most highly valued tools. Federal debts have ballooned to record levels relative to GDP as governments gouged on record deficit…

May 11, 2021 - Aside from numerous peculiar and obvious asset bubbles, rationality and sensibility have seemingly returned to the market, at least on a relative basis. (more…)

May 4, 2021 - Over the weekend, the Ontario Securities Commission dropped a bomb that reverberated throughout the Canadian capital markets. (more…)

April 12, 2021 - One year ago, the onset of COVID-19 pandemic tipped markets into a tailspin, leading to the fastest bear market in history and the highest volatility on record. (more…)

March 24, 2021 - One year ago, the global pandemic spread rapidly and markets were reeling. Investor fear was palpable and selling pressure was extreme. (more…)

March 15, 2021 - There are several key market themes emerging in early 2021, including increased retail investor participation, the outperformance of value compared to the underperformance of tech / growth / pandemic winners, and rising interest rates. (more…)

February 15, 2021 - In the great investment style debate between value investing and growth investing, a new challenger has recently emerged - meme investing. (more…)

January 20, 2021 - The coronavirus hit the world with such speed and lethal ferociousness that societies in most countries were stopped dead in their tracks and forced to isolate to prevent the virus’s spread. (more…)

January 15, 2021 -  An interesting month of December capped off a unique year. (more…)

December 14, 2020 - November was a month for the ages, in which broad-based equity indices had one of their best monthly performances on record. (more…)