The Outlook For 2020

Welcome to a new year and a new decade. I recently participated in a presentation hosted by the Economic Club of Canada. The big six Canadian banks had their chief economists offer their insights on the current state of the global economy. In addition, I would like to...
Fundamentals or hype?

Fundamentals or hype?

Does the average person buy a stock/business because they understand the business model, they understand it’s competitive intelligence, it’s barrier to entry for the competition, and their financial position?  Or do they buy based on hype?  I am writing this note due...

Investing in the Trump Era

With the U.S inauguration officially behind us, and President Trump now in the White House, I thought I would send you a list of his major campaign promises as a recap: · Undertake fiscal stimulus measures · Reform the tax system · Repatriate offshore profits ·...