Our Blog

... enough said.

Rebalancing North American equity positioning to 65% U.S. and 35% Canada. A new name was added to the U.S. portfolio.

To my clients: NOTE: I’ll be working a shortened day next Friday, February 14th and leaving mid-morning (road trip to Kamloops for a volleyball tournament for my daughter). There will be no update next week. It was an up week for North American stock...

Choppiness is likely to be a continuing theme the next four years.

The White House confirmed an announcement is set for tomorrow. One caveat: an announcement does not necessarily mean "implementation." It mat take another month for implementation to occur.

Trump's pro-growth agenda was greeted with enthusiasm by markets this week. However, absent was any meaningful detail on the tariff front.

Prepare for an eventful four years.

Medium to longer-term this bodes well for markets. Shorter-term, lowered rate cut expectations have seen markets recalibrate.