Mowing Grass

April 10, 2025 |Elie-Chakib Abou-Chacra
First of all, I would like to remind all my readers that no one—including myself—knows what the impacts of a tariff war are or will be. Contemplating and scrutinizing the news are, therefore, not ways to ensure adequate returns. It is, however, a fantastic...
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The Banks

March 20, 2023 |Elie-Chakib Abou-Chacra
“Banking is a very good business if you don’t do anything dumb.” Warren Buffett Human memory is fascinating. Who hasn't forgotten an important appointment or even a birthday of a loved one? On the other hand, painful memories are engraved forever in our...
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Looking back at 2022

February 06, 2023 |Elie-Chakib Abou-Chacra
Last year was marked by the return of old problems that most people thought were a thing of the past. A little history Since the end of the 1990s, central banks have become accustomed to responding to many problems by lowering interest rates and injecting...
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Weather Forecast

April 06, 2022 |Elie-Chakib Abou-Chacra
During the RRSP and TFSA contribution period, a friend of mine asked me where to invest the money he contributed. After giving him my usual recommendation, which has been the same for 2 years, I just had to ask him how come he hasn't invested in that...
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When the tide goes out

February 10, 2022 |Elie-Chakib Abou-Chacra
The financial markets are a reflection of investor psychology, rarely rational and often extreme. The two main feelings, frenzy and panic, are clearly visibleon an analyst's screen like tidal movements. Whether it's hot or bad news, the result can be...
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Choosing your playground

November 01, 2021 |Elie-Chakib Abou-Chacra
A question that comes up quite often in my meetings is how can you beat the market and other asset managers? While Anthony and I don’t intend to reveal all our secrets, I do wish to share one of our tactics with you. Most managers today believe that US...
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