Strauss Rom Quarterly Commentary - October 2025

October 09, 2025 |Sunil Bhardwaj
Baseball fan or not, it’s hard to ignore the buzz across Canada this fall. The Toronto Blue Jays are back in the playoffs after a long absence and are one of the favourites to bring home the championship. Back in April, few Jays fans dared to dream of...
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Strauss Rom Quarterly Commentary- July 2025

July 07, 2025 |Sunil Bhardwaj
Resilience. It is a quality we try to instill in our children at a young age, so they develop the ability to rebound and persevere after setbacks in their life. The Merriam-Webster dictionary defines it as “an ability to recover from or adjust easily...
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Strauss Rom Commentary - April 2025

April 07, 2025 |Sunil Bhardwaj
Before we discuss the recent events that have triggered financial market turbulence, it is important that we remind investors of a few points. First, while there are always unique aspects to every stock market pullback, having invested in and studied...
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Strauss Rom Quarterly Commentary- January 2025

January 09, 2025 |Sunil Bhardwaj
Investors that had a healthy allocation to US stocks are certainly pleased with the 23% gain in the S&P 500 in 2024, which marks the second consecutive annual gain of more than 20%. Of course, much of the gains were led by the mega-cap tech stocks, but...
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Strauss Rom Quarterly Commentary- October 2024

October 08, 2024 |Sunil Bhardwaj
The US Presidential election is less than a month away and the polls and the betting markets make it clear that this is going to be an edge-of-your-seat nail-biter. It is just too close to call whether Donald Trump or Kamala Harris is going to be able...
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Strauss Rom Quarterly Commentary- July 2024

July 08, 2024 |Sunil Bhardwaj
The biggest investing story of the first half of 2024 is how concentrated the US stock market has become. The five largest US stocks (Microsoft, Apple, Nvidia, Amazon and Meta Platforms) now comprise more than 27% of the S&P 500 Index – the highest concentration...
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Strauss Rom Quarterly Commentary- April 2024

April 04, 2024 |Sunil Bhardwaj
Some people naturally have a more pessimistic perspective than others. Such individuals often expect things to go wrong, even when all seems to be going well. While a healthy dose of skepticism can keep one vigilant to negative outcomes, always expecting...
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Strauss Rom Quarterly Commentary- January 2024

January 10, 2024 |Sunil Bhardwaj
At the beginning of every year, market pundits make predictions about where the S&P 500 and the TSX indices will end up based on how they see the economy and corporate earnings developing. And then a surprise (or ten) comes along. That is just the reality...
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