Federal Budget Summary 2025: Spending or Investing

November 05, 2025 |Jeremy Goldfarb
Short but sweet this week. The Canadian Federal Budget dropped yesterday (Nov 4th), and my first thoughts were Government spending can only be described in one word....out of control. (Same can be said for the US) When was the phrase "increased spending"...
Read more

Another rate cut: what does that mean for you?

October 30, 2025 |Jeremy Goldfarb
This week, both major central banks in North America, loosened up the monetary policy reigns again. By yesterday afternoon, both the Bank of Canada, and the US Federal Reserve Bank had cut their overnight lending rates by 25 basis points (or a quarter...
Read more

One minute Market Update : RBC Global Asset Management

October 21, 2025 |Jeremy Goldfarb
Good morning! You can access the latest market update from RBC Global Asset Management by clicking here for the direct weblink, or here for the PDF. The Economy US recession remains unlikely in the near term view. Despite lumpy tariff and tax policy,...
Read more

US Government Shutdown: Investor concern or non-event

October 07, 2025 |Jeremy Goldfarb
All spectacle and little substance I was listening to a flurry of interviews on CNBC this morning for the drive in. One US government representative to the next, from each side of the aisle, fingers pointed mockingly in the other direction. The looming...
Read more

Canadian and US dollar at a glance

May 08, 2024 |Jeremy Goldfarb
Given how close we are to our southern neighbors, and how often we travel back and forth from the US (as a collective), questions around the exchange rate between the Canadian Dollar and the US dollar come up.... a lot. When interest rates shot up in...
Read more

RBC Global Asset Management - Spring 2024 Outlook

April 10, 2024 |Jeremy Goldfarb
In the latest outlook publication from RBC GAM, our experts discuss emerging themes for the economy, capital markets, and global currencies. One interesting observation from our chief economist (Eric Lascelles) involves a discussion around global population...
Read more

The Canadian Stock Market vs Canadian Residential Real Estate

February 21, 2024 |Jeremy Goldfarb
First thought? A flawed comp, but many people talk about it, so why not. The investment performance of real estate vs the stock market (or vs any other asset class for that matter), is a discussion I have had in meetings, at dinner gatherings, on vacation...
Read more

High interest rate = high returns? Taxman says......

February 07, 2024 |Jeremy Goldfarb
When I started writing this, I did not think it would be as wordy. I apologize in advance, but this is valuable information, that is better explained with some degree of detail. As interest rates rose rapidly over the past 18 months, the appeal of investments...
Read more

Investor biases - sound familiar?

January 31, 2024 |Jeremy Goldfarb
It's that time again! Generally I circle back to this topic once every year, to highlight some of the complications associated with being a successful investor. Even that statement in and of itself, is complicated. What does it actually mean to be a successful...
Read more

Mortgage renewal cycle: Hurricane or Passing Showers

January 10, 2024 |Jeremy Goldfarb
I'm sure the subject has come up in your house. Or maybe out for dinner with friends, or family. Life has become increasingly expensive over the last few years. Inflation headlines, increases to interest rates, staring at that grocery bill wondering why...
Read more