photo credit Shawn Stephen Moreton Photography

Thoughts On ... Midsummer Check-In

 July 28, 2023 |Matt Barasch
Midsummer Check-In With the summer roughly half over, we thought now would be a good time to check-in and see where things currently stand on some key indicators and discuss where they are likely to go. Let’s start with a chart that we have referenced...
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Are low bank valuations a reason to buy the sector?

Are low bank valuations a reason to buy the sector?

 July 20, 2023 |Frédérique Carrier

As valuations have become compelling, is now the time for investors to add bank exposure to portfolios?

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Thoughts On ... Is the Fed actually stimulating the economy?

 July 07, 2023 |Matt Barasch
Is the Fed Actually Stimulating the Economy? Let’s put this in the category of thinking out loud. Let’s start with a chart and then comment: Here, we are looking at household money market funds in the U.S. As you can see (and not surprisingly), the level...
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Thoughts On ... TSX Deep Value

 July 04, 2023 |Matt Barasch
Back in a former life as Chief Canadian Equity Strategist for RBC CM, I used to describe the U.S. as a growth market and Canada as an income market. If one summed the combined weights of Financials, Utilities, Real Estate, Telecommunications, and Pipelines...
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