Insights

Today's Thoughts: Sentiment & Susan Sentiment – Over the years, I’ve noted that I think some of the stock market sentiment indicators are important to watch from a contrarian point of view. When sentiment is low is typically when you want to be buying...

Today's Thoughts: Russia - Ukraine I’m beginning to think that the 2020s won’t be as roaring as advertised. First, on the personal front, my eldest came home from school with Covid. He tested positive on a rapid test on Saturday. How do I know he got...

Today's Thoughts: TECK & Cash Oddity of the Day – It’s a tiny market, but (via Fundstrat) I find it interesting that the Ukrainian stock market is only down 0.3% for the year so far. Seems counterintuitive. I don’t have an investing idea off of this,...

Today's Thoughts: Russia - Ukraine As I’m sure you’ve already guessed, I have no opinion on what the ultimate outcome is of the Russian-Ukraine situation. For what it’s worth, the chart below from FxMacro indicates that buying the invasion has been a...

Today's Thoughts: Nutrien Nutrien (NTR) – Nutrien, which is our third largest position in the discretionary portfolios, had a tremendous report out last night. Recall that Nutrien is North America’s largest producer of fertilizer and operated retail outlets...

Today's Thoughts: Gaming Hardware Congratulations to the people running the Olympics. Canada plays the US in the gold medal women’s hockey game later today. That’s hardly surprising. Canada and the US almost always play each other in the gold medal match...

Today's Thoughts: Short Term vs Long Term Short Term/Long Term – I wrote fairly extensively about the concept of “time arbitrage” in the Spring 2017 edition of The Russell Report (back when we were still writing quarterly commentaries in addition to the...

Today's Thoughts: ESG Funds Re-thinking ESG Investing – ESG investing stands for Environmental, Social and Governance investing and was one of the hotter investment themes of 2018-2020. The thinking here is that by investing in companies that have a specific...

Today's Thoughts: Smaller Positions we own Updates on a medley of smaller positions today: Uranium – As a reminder, we like uranium as an investment in part because we feel that if the world is going to meet its climate goals it is going to need to have...