Sweet Spot / Recovery Refresh / Be Patient  

 January 25, 2019 |Bruce MacKay
Sweet Spot / Recovery Refresh / Be Patient Equity markets continue to recover from the Boxing Day sale. Listened too many from the Davos Economic Forum this week – most positive for 2019. Positives: US expansion remains in gear as do most of the important...
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Outlook 2019 / Beige Book / Retreat of Long Bonds

 January 18, 2019 |Bruce MacKay
Outlook 2019 / Beige Book / Retreat of Long Bonds So far the correction of Nov/Dec 19 is all it was. Markets were expecting one, it happened, now the recovery. Will it hold? Will 2019 outperform 2018? Positives: According the Fed’s Beige Book – outlook...
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2019 PM Conference/Data Dependent/Blame SEC

 January 11, 2019 |Bruce MacKay
2019 PM Conference/Data Dependent/Blame SEC I have spent last two days at RBC DS Portfolio Management Annual Conference – which covers equity research ideas to a comprehensive review of global investment trends and opportunities. Positives: Looks like...
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Happy New Year/Predictions for 2019/ S&P 15% yr

 January 04, 2019 |Bruce MacKay
Happy New Year/Predictions for 2019/ S&P 15% yr Volatility continues this week – led by lower US ISM – Apple disappoints – China trade talks – US government shutdown – lots of negative headlines. Positives: Is the storm passing? When we look at 2019 (like...
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