Russell Group Notes: 2000s Nostalgia

 January 29, 2021 |Derek Russell
Today’s Thoughts: 2000s Nostalgia I’ve made it a point not to write about what has been happening with the mid 2000s nostalgia stocks this week. Mostly because I don’t think I really have an interesting take or point of view on them. For those who haven’t...
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Russell Group Notes: WBA & Moving Cities

 January 28, 2021 |Maria Economou
Today’s Thoughts: WBA & Moving Cities Telus International – We have had a few clients inquire about the Telus International IPO. RBC is participating in the deal. I have no opinion on it. If you want us to put in for an allocation of the IPO, please give...
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Russell Group Notes: FB & Herd Immunity

 January 27, 2021 |Derek Russell
Today’s Thoughts: FB & Herd Immunity Facebook (FB) – Facebook reported terrific earnings last night. The company had revenue growth in the 4th quarter of 33%, which is the highest growth rate they have had since 2018. Earnings per share came in at $3...
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Russell Group Note: The Average Investor

 January 26, 2021 |Derek Russell
Today’s Thoughts: The Average Investor The Enemy of the Average Investor is… The Average Investor – JP Morgan Asset Management publishes this chart once a quarter. It shows the annualized rate of return by asset class for the last 20 years in the US –...
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Russell Group Notes: MSGS & Thematic ETFs

 January 25, 2021 |Derek Russell
Today’s Thoughts: MSGS & Thematic ETFs Paul Singer - Paul Singer of Elliott Management is one of the great modern day hedge fund managers. He generally is very reluctant to give interviews, which makes getting his current thoughts difficult. However,...
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Russell Group Notes: A Follow Up to Online Services

 January 22, 2021 |Derek Russell
Today’s Thoughts: A Follow Up to Online Services A Follow Up – We received more comments about our piece on Wednesday about the online brokerages than anything I’ve written about in at least 9 months. In the note, I made reference to a client that came...
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Russell Group Notes: Market Comments & Company Updates

 January 21, 2021 |Derek Russell
Today’s Thoughts: Market Comments & Company Updates This week, I have been having lunch every day with my grade 2 student. During lunch, we have been listening to the podcast KidNuz, which is a 5 minute news programs for kids. We’ve only been listening...
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Russell Group Notes: Online Services

 January 20, 2021 |Derek Russell
Today’s Thoughts: Online Services Online Services – I’ve been writing these pieces every weekday for about five and a half years. My general philosophy has been to avoid talking about competing services. I think that what we do here helps people. As a...
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Russell Group Notes: Inflation & Influencer Marketing

 January 19, 2021 |Derek Russell
Today’s Thoughts: Inflation & Influencer Marketing Inflation – I’m getting a little concerned that the case we have been making for higher inflation is starting to become a slightly more consensus view. Then there’s this. The chart below is from Goldman...
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Russell Group Notes: Sentiment & Energy

 January 18, 2021 |Derek Russell
Today’s Thoughts: Market Sentiment & Energy Markets are closed in the US today in observance of Martin Luther King Day. Last week, RBC DS had its annual conference. The first day was presentations from macro strategists. The second was largely mutual...
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