Insights & Newsletters

This update will be shorter than usual but I wanted to reach out to you and give you my thoughts. When historians look back on this day, I am confident that it will be viewed as the first day of what the Wall Street Journal calls the "the dumbest trade...

"The Dumbest Trade War in History”. That’s what the Wall Street Journal called the 25% tariffs on Canada and Mexico that were announced by the White House on Saturday. I couldn’t agree more. There is no question that this is going to hurt the Canadian...

On Monday, Donald Trump will be inaugurated for the second time and become the 47th President of the United States. When I speak to clients these days about the concerns they might have about the market and their portfolio, the threat of tariffs is clearly...

Feel free to forward this email… What's that old cliché: if you live long enough, you’ll see everything? What was supposed to be a close US Presidential election turned out to be anything but. As it stands now, the Republicans have won the White House...

Exactly 30 years ago today, on October 11, 1994, I started my career at RBC Dominion Securities. In early October of 1993, I was attending UNB Law School in Fredericton. By this time, I had been in University since 1985 and getting tired of living the...

In my last update on July 22, I commented on how I felt it was a mistake to assume that Donald Trump was going to win the election after Joe Biden’s debate performance and the assassination attempt made it look like nothing was going to prevent a Trump...

Needless to say, it has been a very good start to the market this year. There’s just no two ways about it – it feels good! And while a correction can happen at any time and for reasons that sometimes we can’t foresee, I see no reason why we shouldn’t...

On May 9th, I spent the day attending an investment conference in Washington D.C. I very much enjoy going to these types of events but it can get expensive so I try to limit them to two or three a year. I definitely got my money’s worth from this one...