Diversified or Diworsified?| July 2018

“The idea of excessive diversification is madness.” Charlie Munger The route to creating and building wealth usually involves concentrated bets. Entrepreneurs notoriously put all their eggs (and often some borrowed ones) into a singular basket. Others pursue and accumulate riches through focusing their time, energy, and resources on a chosen career path. After all, it […]

Half Time | June 2018

“In football everything is complicated by the presence of the opposite team.” Jean-Paul Sartre As the calendar flips from June to July, it marks the midpoint of the year and the first weeks of summer (yeah). And while the temperatures in Toronto have warranted heat warnings, it’s a different type of fever that has been […]

Cloudy With a Chance of Meatballs | May 2018

“Politics is not the art of the possible. It consists in choosing between the disastrous and the unpalatable.” John Kenneth Galbraith For centuries, Italian chefs and vintners have been serving up a wide array of culinary delights. However last week, it was their politicians adding some spice and flavour to the markets, leaving many investors […]