The Investment experience: Rely on process

May 11, 2022 |Jeremy Goldfarb
Investment markets have been tough this year, and there have been few, if any, places to hide. This experience stands in stark contrast to that of 2021 where we saw most of the major averages (global stocks) advance handsomely throughout most of the year...
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Evergrande: Your questions

September 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

September 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?

April 15, 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

March 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?

February 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)

January 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

January 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?)

December 23, 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

December 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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