Weekly Comment- November 28, 2022

November 28, 2022 |Nick Foglietta
Narratives and Markets Pemberton Houston Willoughby was a niche, west coast investment firm that ran conservative money with swagger in the 1970s and 80s. In those days, the CEO of the company would know the front line investment advisors by name. It...
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Weekly Comment- November 23, 2022

November 23, 2022 |Nick Foglietta
How to Trade Within a Range In the November 1st editorial I switched my view from a “BEAR” market to a “Range Bound” market. The catalyst for this switch was that interest rate increases appear to be nearing the end point, Hopefully, this will see them...
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Weekly Comment- November 15, 2022

November 14, 2022 |Nick Foglietta
Stock Market Range Update, History of Asset Bubbles And A Little Light on FTX Saga Stock Market Range The short term risk range for the S&P 500 US stock index is about 3600 to 4000. In the very short term, the stock market is ahead of itself here. The...
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Weekly Comment- November 9, 2022

November 09, 2022 |Nick Foglietta
More Evidence that the Cheap Money Economy has Ended: Part 2 Last week we covered the general idea of the BEAR market ending and, rather than transitioning into a new BULL market, stocks and bonds would go into longer term, sideways ranges. (Possible...
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Weekly Comment- November 1, 2022

November 01, 2022 |Nick Foglietta
More Evidence that the Cheap Money Economy has Ended There are three ways to get rid of excessive debt: Repay the principle Default on the interest payments and/or principle Inflate it away (Remember, only Central Banks can use option 3. Which one do...
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Weekly Comment- October 18, 2022

October 18, 2022 |Nick Foglietta
“Enjoying the Moment” The responses to my email appeal for feedback were mostly thoughtful and descriptive. The total number of responses was 58 which represents about a 20% reply rate. Thank you for taking the time to share! People saying they were “enjoying...
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Weekly Comment- October 7, 2022

October 14, 2022 |Nick Foglietta
Real Estate, Gold and The BEAR Market Redux Real Estate Prices: I’m just using the matrix for prices for North Vancouver Island and Nanaimo specifically. Obviously, these stats vary as to where you live. In July, we looked at how the year-over-year average...
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Weekly Comment- September 24, 2022

October 14, 2022 |Nick Foglietta
Higher Interest Rates Change Everything Before we begin, permit me to answer a question from a reader brought about by the last (almost) weekly comment. Question: How closely do (corporate) earnings track the returns in the stock market? Short answer:...
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Weekly Comment- September 15, 2022

September 15, 2022 |Nick Foglietta
Canadian Debt and Mortgages Once again, this editorial is going to veer out of its lane and offer some insight into the number 1 conversation I have been having with clients outside of their investments. People continue to ask about what they should be...
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Weekly Comment- September 9, 2022

September 09, 2022 |Nick Foglietta
The BEAR market is NOT over, the focus has shifted Hope you have enjoyed what turned out to be a late-arriving, but beautiful summer. This editorial in my view, is very important and is a little longer than the shorter summer notes published as of late...
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