Insights
Market Ethos
Market Ethos
Do we believe in a Santa Claus rally?
November 28, 2022. Market Ethos. With the TSX and S&P 500 charging ahead by 6% and 8% respectively in October, and up 5% and 4%…
Market Ethos
Morphing Market
November 21, 2022. Market Ethos. This week’s Ethos is an excerpt from an upcoming in-depth report entitled ‘Preparing for the next bull.’ At some point…
Market Ethos
Kapow!!
14 November 2022. Market Ethos. Well, that was a day! A better-than-expected U.S. CPI (inflation) print kicked off the largest one-day rally the market has…
Market Ethos
Defanging the FANGMAN
31 October 2022. Market Ethos. Uncertainty is elevated, and markets don’t mind bad news as much as they despise uncertainty. Inflation remains the market’s biggest…
Market Ethos
No white flag just yet
24 October 2022. Market Ethos. 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…
Market Ethos
Uncertainty is the name of the game
17 October 2022. Market Ethos. Last Wednesday, the Consumer Price Index (CPI) rose to its highest annual pace in four decades. You would have expected…
Market Ethos
Is the other shoe going to drop?
12 October 2022. Market Ethos. This bear market started off in an orderly fashion. Thanks to inflation, central banks hiked rates at speeds not seen…
Market Ethos
Searching for the bottom: it’s all about inflation
26 September 2022. Market Ethos. September has a history of lower returns and higher volatility. Last year was a great year for investors but 2022…
Market Ethos
The stock-bond correlation: it’s not always simple
19 September 2022. Market Ethos. Instead of shooting for the stars, diversify your portfolio by style, geography and most importantly by asset class. The biggest…