Election primer pt II: Leaders - the fun continues

Sep 09, 2021 |Jeremy Goldfarb
On the heels of yesterday's primer #1, today we are going to look at how markets have fared during leadership tenures. By my count, we have seen 13 different PMs since 1926 (there were some repeat mandates in there), and during that time, Liberals have...
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What's next for Canadian stock portfolios?

Aug 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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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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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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Tuesday November 3rd 2020

Oct 20, 2020 |Jeremy Goldfarb
With only 2 weeks separating the US population from its upcoming presidential election, there is still plenty to talk about. Whatever your personal politics, the eve of November 3rd is likely to offer spectacle for the ages, so grab your popcorn. As investors...
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Election primers -- Polls and Divided Governments (USA)

Sep 09, 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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Markets too high 2.0 - more explanations and indexing

Jul 27, 2020 |Jeremy Goldfarb
From the investment desk As mentioned previously in this blog, the SP500 has really weathered the COVID storm well since its eye-watering drop earlier this year. The average stock in the SP500 is still down about 6% year to date, but that is not what...
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Observations from the bridge

Jan 17, 2019 |Jeremy Goldfarb
Those that know me well, are aware of my fondness for boating, and any marine related activity for that matter. I often work metaphors into this blog using language from the sea, and today is no exception. As I look over 2018 results, current economic...
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