Michael's Blog

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen expectations - even if the earnings impact were modest in the end. Given an unusually wide range of potential tariff outcomes, what approach should investors take? Let’s...

I am writing to you from Mexico, as we are away with our family for March Break. Similar to Canada, the Mexican economy has fallen into the crosshairs to this U.S. initiated trade war. Like Canadians, many of the locals have openly shared their fears...

I am writing to you from Mexico, as we are away with our family for March Break. Similar to Canada, the Mexican economy has fallen into the crosshairs to this U.S. initiated trade war. Like Canadians, many of the locals have openly shared their fears...

I am writing to you from Mexico, as we are away with our family for March Break. Similar to Canada, the Mexican economy has fallen into the crosshairs to this U.S. initiated trade war. Like Canadians, many of the locals have openly shared their fears...

I am writing to you from Mexico, as we are away with our family for March Break. Similar to Canada, the Mexican economy has fallen into the crosshairs to this U.S. initiated trade war. Like Canadians, many of the locals have openly shared their fears...

I am writing to you from Mexico, as we are away with our family for March Break. Similar to Canada, the Mexican economy has fallen into the crosshairs to this U.S. initiated trade war. Like Canadians, many of the locals have openly shared their fears...

I am writing to you from Mexico, as we are away with our family for March Break. Similar to Canada, the Mexican economy has fallen into the crosshairs to this U.S. initiated trade war. Like Canadians, many of the locals have openly shared their fears...