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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Canada: Government spending in some charts

December 08, 2020 |Jeremy Goldfarb
I was somewhat surprised this morning when I looked over a chart pack from our Portfolio Advisory Group. It turns out that the Canadian government (relative to global counterparts) was a leader in support spending for its citizens throughout the pandemic...
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Post recession comebacks

November 27, 2020 |Jeremy Goldfarb
RBC's portfolio advisory group was out with an interesting take on post-recession market behavior this afternoon. It was not on my "blogdar" (ok, I made that one up), but it was really too good to pass up, so here it is. The market drop earlier this year...
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Election primers -- Polls and Divided Governments (USA)

September 10, 2020 |Jeremy Goldfarb
From the investment desk The great minds from our Portfolio Advisor Group are at it again with some wicked charts to look at today. It really seems like Biden is running away with this election huh? Everywhere you look Trump is getting criticized, and...
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GDP: The largest drop in history

July 30, 2020 |Jeremy Goldfarb
We are talking US GDP by the way. Not only the largest, but the quickest too. Completely artificial and self inflicted though which makes the Q2 number so incredibly difficult to understand. It also makes the path forward murky and complicated. The strangest...
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The Upside Down - Stranger Things

March 28, 2019 |Jeremy Goldfarb
THE YIELD CURVE IS INVERTED!! I was a fan of stranger things and the "upside down" referred to another dimension on the.....just watch the show. It'll be easier. There has been a lot of yelling about the latest yield curve inversion. Essentially what...
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A kids' game : Recession

January 12, 2019 |Jeremy Goldfarb
Remember some of those old games we used to play as kids? Before Tablets, Xbox, Super Nintendo, and anything else that draws kids to the glowing rectangle (see my previous blog post on this one!) Red light/Green light, a nursery school favorite. Person...
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RBC Global Wealth Management: Flagship publication

November 28, 2018 |Jeremy Goldfarb
Nothing fancy. Just the best collection of thoughts around the markets and economy this side of the 49th. Click here for the RBC Wealth Management Global insight 2019 Outlook. If you are going read anything this holiday season, you might want to read...
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