Evergrande: Your questions

Sep 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: Canadian markets and governing parties

Sep 07, 2021 |Jeremy Goldfarb
With the Canadian election under 2 weeks away, let us have a quick glance at how markets have historically performed under different government structures (minority/majority/governing party). Looking at market behavior in a vacuum such as this is nothing...
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Inflation primer: what does the past tell us?

Apr 14, 2021 |Jeremy Goldfarb
The subject of rising inflation is dominating headlines, and in some cases, discussions, almost on a daily basis. IF this much cash is being dumped into the system at the same time, how can we possibly expect that inflation will remain in check. Let us...
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Year 2

Mar 23, 2021 |Jeremy Goldfarb
A regular query we hear these days......." after such a sharp rebound in the market, what do you think is going to happen this year?" An excellent question coming out of a recession, and reasonable considering we saw such a sharp drawdown, with an almost...
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Bitcoin: Que Pasa?

Feb 12, 2021 |Jeremy Goldfarb
An immensely popular topic of late, and just like the news cycle, this particular asset has been gathering steam. But have we seen this movie before? If we have, were we even paying attention? Back in December 2018, we put on a seminar that introduced...
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Big Short: Virtual version (users guide to the sequel)

Jan 29, 2021 |Jeremy Goldfarb
Most of us have read the book, or seen the movie. If you have not....The Big Short was a greed theme story about the spectacular rise and fall of real estate in a small window (although the story played out for much longer than the book or movie) The...
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Toppy markets got you spooked....have a look

Jan 27, 2021 |Jeremy Goldfarb
I have taken several calls over the past week on the subject of the valuations in the US stock market. While I would agree that things look at little stretched, I would also point out, that in a vacuum perception can be molded to fit whatever narrative...
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Inversion talk (remember a year or so ago?)

Dec 22, 2020 |Jeremy Goldfarb
A little over a year ago, before all this "pandemic stuff" began, you may have heard noises about all time highs, recession indicators, and yield curve inversions. In fact, I put out a piece last year on yield curve inversion, and how it can be a leading...
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Outlook with Jim Allworth

Dec 10, 2020 |Jeremy Goldfarb
In my opinion, Jim is one of the best speakers that RBC has to offer. In this short 20 minute recording, Jim talks about the near term and beyond. Worth a listen. Listen. Share.Discuss.
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Post recession comebacks

Nov 26, 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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