New Highs Continue/Melt Up/Resilient Economy

 April 26, 2019 |Bruce MacKay
New Highs Continue/Melt Up/Resilient Economy Many major equity indices hit all-time highs this week – will this hold as we enter seasonally equity correction months? Positives: Is the key interest rates – US rates on hold- CAD puts rate increases on hold...
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Equity Highs/Beige Book/Capitalized Profit Model

 April 19, 2019 |Bruce MacKay
Equity Highs/Beige Book/Capitalized Profit Model Equity markets continue to perform well – TSX hits all-time high. DOW, NASDAQ, and S&P 500 close or at all-time highs too. Positives: Time in the market matters more than timing the market. The number of...
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Banks Lead/Solid Ground/AAII 40.23% 

 April 12, 2019 |Ryan MacKay
Banks Lead/Solid Ground/AAII 40.23% JPM started off earnings season on solid note. Gives insight demand for borrowing, domestic and global economic backdrop. Banks lead. S&P 2019 consensus $167 estimate seems beatable. Economy likely to slow vs last year...
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Peace Dividend/Fed About Face/58% of Sign Posts

 April 05, 2019 |Bruce MacKay
Peace Dividend/Fed About Face/58% of Sign Posts Stocks have had their best quarter since 2009 (the stock market has tripled since that quarter). For now appears to remain in same volatile, but neutral range. Trade deal would help. Dr. Ed Yardeni sees...
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