Investor Strategy

Whistling past the graveyard

May 2023. Investor Strategy. The good news is although there are signs that the economy is cooling, it does not look like it is falling…

36 minute read

Investor Strategy

Time to play defense

April 2023. Investor Strategy. The risk of a slowdown has certainly risen during the month of March. The economy will very likely slow, a lot…

42 minute read

Investor Strategy

Look through the zigs and zags

March 2023. Investor Strategy. We remain renters of any rally and like bonds a little more with every tick higher in yield. We have a…

43 minute read

Investor Strategy

Rent this rally, don’t buy it

February 2023. Investor Strategy. 2023 started off with a bang. The road ahead has twists & turns likely, with one downward becoming likely. Rent this…

46 minute read

Investor Strategy

2023 outlook: bear market end game

January 2023. Investor Strategy. 2023 should start off decently as inflation comes down a bit more, partially alleviating the markets’ biggest fear. Plus, a little…

2 minute read

graphs showing market volatility

Investor Strategy

Santa may have come early

December 2022. Investor Strategy. We are not buying it. This appears to be another bear market rally, and maybe it even makes it to the…

1 minute read

candlestick and line chart of mid-year stock performance

Investor Strategy

Road not taken

November 2022. Investor Strategy. There might be better entry points ahead, but one-year return expectations are the best we have seen in many years, given…

2 minute read

market portfolio analysis

Investor Strategy

When does the bear market end?

October 2022. Investor Strategy. Even after the strong mid-summer rally, markets were left in a slightly negative position to end the quarter. In Canada, the…

2 minute read

filtering market graph projections

Investor Strategy

Summer Sizzle Fizzle

September 2022. Investor Strategy. Markets bounced hard off the June bottom during summer trading that typically has less liquidity. then limped in mid-August.

1 minute read