The Monthly – November 2024
Convexity, Portfolio insurance, Nassim Taleb, Behavioral Investing, Dow Jones Largest Gainers, Universa Investments, US Federal Reserve, Jerome Powell
12
11, 2024
24
10, 2024
The Q3 Commentary 2024
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
17
09, 2024
The Monthly – August 2024
FED Funds Rate, Canada, Switzerland, global Trade, FOMC, Interest rate policy, Inflation, Behavioral investing
21
08, 2024
The Monthly – July 2024
Behavioral investing, Crowded trades, Canadian Pension plan, Real estate haircuts, Private real estate, pension plan results, Valuations, Markets, Equity indices, Currencies, USD
16
07, 2024
The Q2 Commentary 2024
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
27
06, 2024
The Monthly – June 2024
TD Bank troubles, TD Bank Stock, Bank of Canada, Tiff Macklem, Yield Curve, P/E ratios globally
21
05, 2024
The Monthly – May 2024
Disinflation, FED, Jerome Powell, Volatility Index, Investor exposure to cash, Gold prices, Silver prices, Efficient markets, Metal investors.
24
04, 2024
The Q1 Commentary 2024
Monetary policy, Magnificent seven, Apple stock lagging peers, Commodity prices, Global elections 2024, Royal Canadian Mint, Buying gold, Interest rates, FED, Inflation, Bell shares, Anchoring affect
14
03, 2024
The Monthly – March 2024
Inflation, Federal Reserve, European Central Bank, Gold, Periodic table of elements, Fiscal deficits, Gold stocks, Warren Buffett, Berkshire
20
02, 2024
The Monthly – February 2024
The November-December affect, Price to book ratios, Crypto, Bitcoin, Bank of Japan, Warren Buffett, Behavioral investing
