The Investment experience: Rely on process

May 11, 2022 |Jeremy Goldfarb
Investment markets have been tough this year, and there have been few, if any, places to hide. This experience stands in stark contrast to that of 2021 where we saw most of the major averages (global stocks) advance handsomely throughout most of the year...
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2022: One quarter down...3 to go

April 28, 2022 |Jeremy Goldfarb
A short one today. Not sure if you saw the latest US GDP print for the first quarter of 2022. If you have not, you may want to pass on this one. US GDP in the first quarter (gulp) contracted, flying in the face of analyst expectations of a 1% growth print...
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When markets fall - a historical view

April 20, 2022 |Jeremy Goldfarb
The first quarter of 2022 has been loaded with volatility, uncertainty, and maybe a few more "ty" words I can't come up with right now. What does history tell us about what to expect next though? I have no doubt, that the discomfort will continue, but...
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Federal Budget 2022: New Problems, New Solutions, but is it enough?

April 13, 2022 |Jeremy Goldfarb
Last week, the sitting Liberal minority government, delivered it's 2022 budget, which will pass easily with the support of the NDP. As is the case with any government, it is easy to criticize the many shortcomings of a budget, but my only fear with respect...
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Helpful numbers for 2022

January 06, 2022 |Jeremy Goldfarb
Happy New year to all of you! Going to open the year with a blog reboot. A simple start, but expect new content weekly as we explore different topics together. If there are any suggestions for content (metaverse or NFTs anyone?) please let us know by...
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EVs: How green are you really?

October 08, 2021 |Jeremy Goldfarb
As Niki and I have been shopping around for a replacement "all season vehicle", we have been surveying the landscape of available electric options. Admittedly, the range is not exactly broad for the applications we need, and what we have found, is that...
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Blank Space: no....not the song

September 27, 2021 |Jeremy Goldfarb
While I hate to admit this in a public forum, I quietly enjoy the odd Taylor Swift song. It is definitely a monumental left turn from the normal music blaring from my home or car speakers. Blank space huh? Well....that is what the commercial office space...
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Green investing: Good intentions vs good investments

September 23, 2021 |Jeremy Goldfarb
A philosophical question to ponder as it relates to your personal finances, and investment portfolio. Do your allow your personal views around the issues of the day, guide your investment portfolio decisions? Is it politics? Human interest stories? The...
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Evergrande: Your questions

September 21, 2021 |Jeremy Goldfarb
I have taken several questions from investors regarding the situation unfolding in China as it relates to Evergrande, the Chinese real estate conglomerate. If you have not heard (stop reading here), one of the largest Chinese real estate companies "Evergrande"...
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Election primer pt II: Leaders - the fun continues

September 09, 2021 |Jeremy Goldfarb
On the heels of yesterday's primer #1, today we are going to look at how markets have fared during leadership tenures. By my count, we have seen 13 different PMs since 1926 (there were some repeat mandates in there), and during that time, Liberals have...
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