Category Archives: Behavioural Finance

Assessing the Risk of a Market Correction

We finally saw a bit of volatility last week ignited by the tough talk between Trump and North Korea. Will this be the catalyst to ignite the next material market decline? Reading the “Tape” is not for everyone. It’s a skill that is fraught with

Webinar Replay: Smart Portfolios with Larry Berman

For those of you who missed Larry’s webinar on June 29th, or missed The Investor’s Guide to Thriving series this past spring (or if you attended but just want to see the presentation again) you are in luck! Below you will find a link to

A Look at Why The Federal Reserve is Bad for America

Last week we looked at the meaning behind the flattening yield curve. Despite the fact that the Federal Open Market Committee (FOMC) raised rates last week and was more hawkish than expected, longer-term bond yields actually declined versus the conventional wisdom that tightening Fed policy

Chinese Credit Risk Rising

The bull market from 2003 to 2007 was led by dramatic growth in US housing and dramatic growth in China. The Chinese boom drove the demand for commodities and was the major catalyst in the previous cycle. A few weeks ago, Google (GOOGL Alphabet) surpassed

The Canadian Dollar May Be Close to a Bottom

The last time our three key Canadian dollar indicators lined up like this, the Canadian dollar rallied from 67 cents to 80 cents in early 2016. The most stable longer-term driver of the Canadian-U.S. Dollar exchange rate is the interest rate differential between short-term bond

What are the Most Important Considerations When Investing Globally?

We get many questions on foreign currency hedging. When investing globally in developed markets, currency is often the most important consideration in the difference in returns. With the French election uncertainty mostly behind us and most strategists suggesting Europe is getting stronger, what is the