Sep 5, 2024 | Notes from the Desk
Today’s announcement provided little excitement, as the BoC did the expected and lowered the overnight rate by 25 bps to 4.25% The interesting bits: The Bank pointed out that broad inflationary pressures continue to ease, although shelter and some...Jul 13, 2022 | Monthly Commentaries
“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” Warren Buffett Coupons, discounts, sales, clearances, markdowns, etc. represent an old and powerful set of weapons in the marketer’s arsenal. Their ubiquitous use...May 12, 2021 | Monthly Commentaries
“Experience is simply the name we give our mistakes.” Oscar Wilde Experience is a great teacher and an invaluable commodity. There is no substitute for it. Or at least that’s what we tell anyone younger than us. The theory being that the more you see and do,...Jan 11, 2019 | Monthly Commentaries
“Only time will tell if it was time well-spent.” Jimmy Buffett With calendars flipping from December to January, we rang in the new year and bid adieu to 2018. For most portfolio managers and investors, this was not a sad farewell. Equities endured their worst...May 14, 2018 | Monthly Commentaries, News
“Bubble, bubble, you’re in trouble.” Duck Tales As long as humans are involved in the activities of investing and speculating, bubbles will occur. And while policymakers and academics debate whether and how to mitigate or lean against them, it is the job...
