Talk ourselves into it: Recession

Aug 30, 2019 |Jeremy Goldfarb
The power of the mind can be strong enough to will the body to do something even though it may not be perfectly fit for the circumstances, so what does that mean when it comes to the power of a collective consciousness? With all the yammering about yield...
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Inversion and Investment Statistics: the more you know

Aug 26, 2019 |Jeremy Goldfarb
Continuing to put context into the everyday headline that is the inverted yield curve. I had the opportunity to hear from a portfolio strategist at Manulife Investments last week, and one of the topics (no surprise) was the inverted yield curve. Some...
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NUTS!! I'll pay you to borrow MY money

Aug 21, 2019 |Jeremy Goldfarb
Sooooo....the German government concluded a EUR795,000,000 bond sale earlier this week. The bonds mature in 2050 and pay absolutely no interest whatsoever. Oddly enough, they were able to sell said bonds at a premium, so they actually collected EUR 824...
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Subprime lending: Is history destined to repeat itself

Aug 21, 2019 |Jeremy Goldfarb
We are almost 10 full years removed from the "financial crisis" in the US or "The Great Recession" . For those who remember events from Lehman's collapse, meteoric stock market drops, and credit completely drying up, this article may make you shiver a...
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A short sighted position in my view (Opinion post)

Aug 20, 2019 |Jeremy Goldfarb
Throughout my career, I have seen a number of financial and tax planning structures driven out of existence for a plethora (I love that word) of reasons. The fundamental rationale behind changes to the law regarding tax and financial planning, is a perceived...
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We are paying people to interpret commas......

Aug 17, 2019 |Jeremy Goldfarb
You are going to absolutely love this one. I don't even have to say anything. Just click here
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4 second.....Understanding the Boeing story

Aug 16, 2019 |Jeremy Goldfarb
I was in a conversation yesterday with 3 other folks, and the subject of the troubles at Boeing came up. I was fascinated at the difference of opinion within the group, and the variation of stories that were being told in terms of what went wrong, what...
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Why would it be different this time?

Aug 14, 2019 |Jeremy Goldfarb
So......one of the most closely watched recession indicators flashed yellow yesterday. The 10 year US treasury yield dropped below the 2 year US treasury yield by 1 basis point. Not a remarkable gap, but somewhat tectonic if you consider what it means...
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Trading shots

Aug 06, 2019 |Jeremy Goldfarb
Summer investment volumes in public markets are usually much thinner than what we otherwise see throughout the year. With thinner volume comes the prospect of higher volatility which can amplify moves in the market. Now, yesterday while Canadian markets...
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Global Insight: Iranian Tensions bubble below the surface

Aug 02, 2019 |Jeremy Goldfarb
If you click this link, you will be presented with the latest Global Insight report from RBC Wealth Management. There are great forecast charts on the economy globally, some good insight on the CAD/USD relationship (Canadian dollar strength is fleeting)...
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