Monthly Commentaries

Monetary policy, Magnificent seven, Apple stock lagging peers, Commodity prices, Global elections 2024, Royal Canadian Mint, Buying gold, Interest rates, FED, Inflation, Bell shares, Anchoring affect

U.S. deficit, economic data, Job openings, Crypto, Bitcoin, SEC and Bitcoin, Behavioral investing.

Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.

Septembers have traditionally received failing grades when it comes to their performance in the stock market. June and October are slackers too, but their failings somehow tend to be issued a passing grade by most investors.

2022 saw most balanced investors schooled in the main constituents of a balanced portfolio (stocks and bonds). Even educated investors had to quickly remind themselves that fixed income securities can lose value and that stocks aren’t the only asset class that can fluctuate every now and again.

There are few things I enjoy more than a genuinely satisfying cup of coffee. The smell, the taste, the overall experience is something I have loved from the very first

Sell in May and you will pay… Over the past twenty years I have developed a reputation for making prudent investment decisions for clients at inopportune times.