Risk and Return - simplified and complexified

August 24, 2021 |Jeremy Goldfarb
Yes....I made up that word. At least I think I did, but if there is one theme that seems to be dominant these days, it is word invention. When we look at the speed of the economic and market recovery since the depths of March 2020, the figures are somewhat...
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What's next for Canadian stock portfolios?

August 16, 2021 |Jeremy Goldfarb
We face regular questions about what expectations should be for the future. The purpose of going through this exercise is not to tell the future, but to prepare better for particular outcomes as they relate to objectives we set for ourselves. One of the...
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Economics and portfolios: one chart

August 12, 2021 |Jeremy Goldfarb
History is an excellent teacher, and as Mark Twain once said......."History does not repeat itself, but it often rhymes." So let's have a look at the chart below. What is it trying to say? Different stages of the economic cycle yield a variety of results...
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