Blog

Good afternoon, And there went May. I don’t usually pass along our canned plain-text letters, but today I thought I’d give readers a sample of one of our weekly print bits. It’s a more corporatey, technical read, but feel free to let me know if you’d...

Good afternoon, Although he was well before my time, I grew up believing FDR was inarguably the compassionate rescue hero of the 1930’s depression which both of my parents lived through. My dad was literally an unemployed young adult hobo during the 30’s...

Good afternoon, Important Tax Alert for CCPC’s: For some readers, I’ll soon be sending along an important, and somewhat lengthy piece on the proposed new federal capital gains tax. This is especially (but not only) important for owners of Canadian Controlled...

Good afternoon, If inflation falls in the forest, does anybody hear it? As the week winds down, a weaker April in markets fades into an early modest comeback in May, and on the year so far, we’re doing okay. But all eyes stay focused firmly on inflation...

Good afternoon, Just a quick note today as I’m on the road seeing clients. I will say that the drive out west this week was absolutely breathtaking. What a beautiful and largely unsung place we live in. Here’s proof: Global Insights: Energy booster? Oil...

Good afternoon, Unsmudging Fudged Budgets: We have this wonderful old sage analyst at RBC who will (hopefully) never retire. Earlier this year he spoke at an investment conference which just happened to fall on his 967th birthday. After cake, he said:...

Good afternoon, A tough week in markets, as the bet on every possible bit of good news slid off the table for a while, and interest rates hugged the tail of stubborn inflation. More below in our weekly Global Insights articles. But first… As a regional...