End of decade tax reminders

December 17, 2019 |Jeremy Goldfarb
Ok, so it was click-bait. It's actually no different than any other year end tax reminders really. Sometime, lost in the shuffle of the holiday season and family vacations is the actual end of the calendar year, and the requirements that come it. Don't...
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If we only had the flux capacitor....

December 16, 2019 |Jeremy Goldfarb
We wouldn't be so wrong so often. The CNBC survey consensus forecast for 2020 stock market returns is mid-high single digits. Historically speaking that is the "average" rate of return, and it is also wrong 93% of the time. If you are looking for thematic...
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French Pension Reform: You might want to read this

December 12, 2019 |Jeremy Goldfarb
Global developments with knock on consequences (outright or hidden) are things I love to write about. What will likely be a lesser known news item on this side of the border could have longer term impacts down the road. The French government has elected...
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Updated US recession indicators

December 10, 2019 |Jeremy Goldfarb
The chart pictured in the post is the updated US Recession indicator from RBC Global Asset Management. You would have seen the yield curve inversion flash back when......well, the yield curve inverted. A more recent development is on the ISM front, which...
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Big Numbers. Bigger Perpsective

December 05, 2019 |Jeremy Goldfarb
Everyone loves it when you start a sentence with "did you know" right? Well, did you know..... a 2014 study by Havens and Schervish showed that approximately USD 58 Trillion would change hands by the year 2061 The number in Canada is estimated to be approximately...
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Understanding Mutual Funds: Distributions

December 03, 2019 |Jeremy Goldfarb
Many portfolios, complex or simple, will hold mutual funds as a component of the overall strategy. There are many reasons why all investor types would want to use mutual funds. Explanation of that will be saved for a post at another time. In the meantime...
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Shopify and Canada's history with tech darlings

December 02, 2019 |Jeremy Goldfarb
Launched on the stock market back in 2015, Shopify (SHOP) has seen its share value rise at a meteoric pace to a standing that sees it as Canada most valuable technology company by quite a wide margin. A popular topic of discussion at dinners, cocktail...
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