Market Ethos

Do we believe in a Santa Claus rally?

November 28, 2022. With the TSX and S&P 500 charging ahead by 6% and 8% respectively in October, and up 5% and 4% so far…

2 minute read

Market Ethos

Morphing Market

November 21, 2022. This week’s Ethos is an excerpt from an upcoming in-depth report entitled ‘Preparing for the next bull.’ At some point this bear…

2 minute read

speech and action bubble

Market Ethos

Kapow!!

14 November 2022. Well, that was a day! A better-than-expected U.S. CPI (inflation) print kicked off the largest one-day rally the market has seen since…

3 minute read

lines representing market fluctuation on a chart

Market Ethos

Defanging the FANGMAN

31 October 2022. Uncertainty is elevated, and markets don’t mind bad news as much as they despise uncertainty. Inflation remains the market’s biggest angst, there…

1 minute read

white fabric with creases

Market Ethos

No white flag just yet

24 October 2022. Both Canadian and U.S. 10-year bond yields posted new highs this past week with U.S. 10-years rising to 4.25%. With yields rising…

2 minute read

the uncertainty of suspension bridges

Market Ethos

Uncertainty is the name of the game

17 October 2022. Last Wednesday, the Consumer Price Index (CPI) rose to its highest annual pace in four decades. You would have expected markets to…

2 minute read

a seemingly inevitable event, a shoe on the side of the road

Market Ethos

Is the other shoe going to drop?

12 October 2022. This bear market started off in an orderly fashion. Thanks to inflation, central banks hiked rates at speeds not seen in many…

2 minute read

diving in the depths of the ocean when the markets are down

Market Ethos

Searching for the bottom: it’s all about inflation

26 September 2022. September has a history of lower returns and higher volatility. Last year was a great year for investors but 2022 looks like…

2 minute read

investing is are like puzzle pieces, it's not always simple

Market Ethos

The stock-bond correlation: it’s not always simple

19 September 2022. Instead of shooting for the stars, diversify your portfolio by style, geography and most importantly by asset class. The biggest component for…

2 minute read