RBC CM Scorecard/Not Inverted/Economists 3.9%

 April 27, 2018 |Bruce MacKay
RBC CM Scorecard/Not Inverted/Economists 3.9% Equity markets hit highs mid-January – since then the trend is to lower – will this continue – Ned Davis S&P 500 Sector Roadmap expects it will until Sept/Oct – been right before on trend predictions. Positives:...
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EPS + Sales Surprises/Market Breadth/Freer Trade

 April 20, 2018 |Bruce MacKay
EPS + Sales Surprises/Market Breadth/Freer Trade Earnings season starts – lots of good news – especially US banks. Historically Banks lead the equity markets. Commodities are moving to highest levels since 2015 – good for Canada. Positives: Bank of Canada...
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How to be/ Rates too long/ Textbook

 April 14, 2018 |Bruce MacKay
How to be/ rates too long/ textbook How to be bullish and optimistic in this volatile equity market most likely caused by politics and not the economy and earnings - is a challenge. Positives: Earnings season about to begin with lots of optimism and upgrades...
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Stay the Course/The Many Pluses /Global growth+

 April 06, 2018 |Bruce MacKay
Stay the Course/The Many Pluses /Global growth+ Jack Vogel of Vanguard “been an investor for 66 years – have never seen volatility like this – it’s noise – volatility driven by traders – Stay the Course - longer term investors will outperform traders...
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