My rule of thumb here, and always, is that you have to fundamentally want to own the stock (or ETF). In our stock selection process, we filter the main ETFs that represent the major indexes and remove the bottom half of the index that does
There is no alternative is the narrative that many talking heads will say when it comes to stocks and 2021 was no exception. Stocks globally are crushing returns on fixed income markets globally. Two benchmark ETFs we follow (VT-Vanguard Total World Stock ETF) and (AGGG-iShares
According to analysts at Bank of America Corp. and EPFR Global, investors have added almost $900 billion into equity exchange-traded and equity funds in 2021. This has surpassed the total from the past 19 years combined. You might say #BTD “Buy the Dip” social media
Elon Musk is a disruptor. He also has a pattern of violating securities laws. In a recent Twitter pole, 58% of responders said he should sell 10% of his $TSLA holdings. While not obligated to do so, he did say he would abide by the
It’s clear to us that despite best efforts and recognition climate change is a major issue for the world, the hurdles are high in terms of the developing world need for cheap energy (read coal). From our perspective, the logical transitionary energy source investment should
This week on my virtual webinar I will host my friend David “Rosie” Rosenberg. I’ve been following Rosie for more than 2 decades. Very few economists dig as deep as he does to answer the why question. The question we will discuss and debate this
Every week viewers ask us questions about what stocks and ETFs they should buy. This week we are participating in two webinars that will focus on this question. We are going to take one step back from the investment choice and try to answer this
Liberty Street Economics is the research arm of the New York Federal Reserve Bank. In August, they conducted their monthly survey of consumer expectations (since June 2013). They ask about many aspects of consumer behaviour, but here they focused on short and intermediate inflation expectations.
Probably not much is the answer. You should rarely adjust your long-term goals for short-term noise. However, to the extent that the NDP force the Liberals to move more to the left on tax increases (new revenues), it could matter for some that are overweight
As a value and growth at a reasonable price manager we are challenged by markets that have stretched valuations. One measure that is at all time extremes (for the S&P 500) is the price of the market relative to sales. The following is an excerpt