Qtr-End/Insulated Economy/Volatility is Volatility

 March 30, 2018 |Bruce MacKay
Qtr-End/Insulated Economy/Volatility is Volatility Quarter-end and many indices down. Mid-January euphoria is gone. TSX down 6%, Dow down 3%, and NASDAQ flat. A reflection for the year? Positives: Ned Davis S&P 500 Sector Roadmap calls for lower equities...
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2015 Repeat? /Capitalized Profit/ Dr. Jeremy Siegel

 March 23, 2018 |Bruce MacKay
2015 Repeat? /Capitalized Profit/ Dr. Jeremy Siegel Volatility returns this week – is this normal after so many good months of positive returns – Yes. Is this base building like 2015? Possibly. Positives: Capitalized profit model still shows US stocks...
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Vacation / Accelerates / 105 Months Ago

 March 16, 2018 |Bruce MacKay
Vacation / Accelerates / 105 Months Ago On vacation this week. Visited Grand Cayman Island - third time - highly recommend it - beautiful 7 mile beach - great sightseeing too. Even read 2 books - Finding Gobi + Tom Hanks - short stories - both a must...
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Normal Life / RBC Global Outlook/ Compromise?

 March 09, 2018 |Bruce MacKay
Normal Life / RBC Global Outlook/ Compromise? Is this a sign of a market top or is it base building before the next business cycle or politics? = Yes. Positives: Bull market will continue but expect a flat year – earnings will go up – possible 15% correction...
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9 Lives/Volatile Week/Good Economic Conditions

 March 02, 2018 |Bruce MacKay
9 Lives/Volatile Week/Good Economic Conditions March 9, 2018 the Bull market in stocks will celebrate its 9th anniversary – 9 lives? Another volatile week – DOW swings 1,000 points – 4% S&P/TSX swings 2.5% - the causes – inflation fears, new tariffs &...
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