Category Archives: Markets Views & Analysis

Home Capital Group: Don’t try to catch a falling knife

I’ve been asked a dozen times in the past few days about Home Capital Group. My look at it combines some fundamental, technical, and a general understanding of the housing market. Conclusion: Avoid the stock because there are going concern issues. Speculators love to catch

The Canadian Dollar: To Hedge or Not to Hedge?

Last week Bank of Canada Governor Poloz tossed a bit of a curveball to investors. There is no doubt the unbelievable Canadian employment numbers have been improving. When I say unbelievable I mean not credible, rather than “wow they have been so impressive”. Despite the

Looking to Avoid Risk and Get Defensive? These ETFs Will Help

For years, I’ve said the goal of building efficient portfolios is based on three main principals: diversification, maximum return, and minimum risk. Learning how to navigate the market through active asset allocation is one of the best things individuals who have taken on the responsibility

Are Markets Overshooting Reality?

One always needs to tweak the current forecast for unknowns. Enter the Trump administration and the general “animal spirits” that have been released as it pertains to expectations for lower taxes, higher government spending and job growth. So how much are those “animal spirits” –


It turns out a great many of the protesters, sporting “not my President” banners, around America this week actually didn’t vote at all. Now they’re upset about the outcome? Sorry kids, that’s how democracy works, you have to stand up and be counted BEFORE the

What if Trump Wins? How Would Markets React?

According to popular U.S. statistician Nate Silver’s, the odds of a Clinton White House were down to 65.6 per cent when I wrote this article (on Friday, Nov 4th). Two weeks ago, before the latest e-mail saga, Hillary Clinton was pushing 90 per cent