CDA optimism / 1998 Repeat? / Will They Change

 May 31, 2019 |Bruce MacKay
CDA optimism / 1998 Repeat? / Will They Change Equity markets continue to correct this month – is it just seasonal – many point to inverted yield curve – summer equity rally tends to follow. Positives: Bank of Canada optimistic about economic rebound...
Read more

Above Feds Fund/ AAII 24% Bulls /Before Election

 May 24, 2019 |Bruce MacKay
Above Feds Fund/ AAII 24% Bulls /Before Election Equity markets trading lower this week – small correction so far started May 1st– will this continue? Historically we have pullback after Q1 earnings season then we have a summer equity rally. Positives:...
Read more

Low Inflation / 17 Months Now / $100B vs. $14T

 May 17, 2019 |Bruce MacKay
Low Inflation / 17 Months Now / $100B vs. $14T Volatile equity markets again in the US – this time positive – is it all about the tariffs – traders & hedge funds move markets – best to wait it out. Positives: Tariff talks started January 2018 – its been...
Read more

Seasonality / Record Standing / Berkshire 2019

 May 10, 2019 |Ryan MacKay
Seasonality / Record Standing / Berkshire 2019 May correction? Historically we tend to see corrections after good earnings seasons – profit taking? Tariff talk moving markets too. Positives: Largest weekly decline in indices in 2019 - is it a healthy...
Read more

Healthy Path / Landmark Decision / 77% Beat

 May 03, 2019 |Bruce MacKay
Healthy Path / Landmark Decision / 77% Beat Another good week for equities globally. Major indices are steady as we enter seasonally weak period – end of earnings season possible cause. Positives: Fed holds rates steady and signals concern over sluggish...
Read more