Buffett Buying/Tightening/Boom Like 1980's

 August 31, 2018 |Bruce MacKay
Buffett Buying/Tightening/Boom Like 1980’s Another good week for CDN & US equity markets. Calm before the storm of rally that will continue through to end of year – Ned Davis S&P 500 Sector Roadmap is Bullish through year end.. Positives: Buffet – we...
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S&P 500 High / Longest in History / Deficits

 August 24, 2018 |Bruce MacKay
S&P 500 High / Longest in History / Deficits Strong equity rally in US & CAD this week as S&P 500 hits all-time high. Summer equity rally before historical Sept, Oct correction time period – possible. Positives: Ned Davis S&P 500 Sector Roadmap based...
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Talks Resume / Kevlar Economy / BBB + FSMI

 August 17, 2018 |Bruce MacKay
Talks Resume / Kevlar Economy / BBB + FSMI Good week for equities thanks largely to positive news on US/China ‘low level’ trade talks. Positives: Moody’s gives Canada’s banks a thumbs up – as banks have boosted their capital enough in past 2 years to...
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Vacation Week / $20 Trillion / (It Often Doesn’t)

 August 03, 2018 |Bruce MacKay
Vacation Week / $20 Trillion / (It Often Doesn’t) On vacation this week at the cottage. As always, I like to write this newsletter with observations from the week. Reading “So, Anyway’ by John Cleese. Highly recommend his book, also saw him at Roy Thomson...
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