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...the change that is receiving the most attention was the surprise change to the Capital Gains Inclusion rate.

...Fixed Income managers could be described as “giddy”. There was a clear sigh of relief as they now had yield in their portfolios. Two managers opened their presentation with the words “We’re Back!”.

Inflation has been and continues to be the primary concern of the markets, and what we are experiencing is “Supply Side” inflation: lack of supply of goods, of energy, of food and services causing the increases in prices and cost of labour.

The natural reaction is to want to pull out now and wait for things to be better and then enter back in. The problem with that is that it is timing the market

Bitcoin is not a currency, nor is it even an asset.... at some point it will go to zero or close to it. The Achilles heel for Bitcoin is the environmental problem.

Inflation and the prospect of rising interest rates has spooked the markets.  We’ve entered a point where the market is trading more on good news vs bad news as opposed to valuation …

For a situation like we are seeing now, our Fight or flight instincts can compel us to take action when we feel threatened, and that usually coincides with what turns out to be the worst time to take action. 

The pullback is most prominent in the tech sector. Investors are grappling with what the effects of rising rates and inflation will have on these companies. This is nothing new.