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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…
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…
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…
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…
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…
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…
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…
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…
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.