Lake of the Woods

Missives and Marginalia

September 02, 2020 |Sam McLaughlin
There’s nothing better than a sunrise Sunsets get all the glory, and sure they're often brilliant, but there's something about the shift from darkness to dawn—that slight hint of light, then the breaking of the sun—that always gets my day off to the right...
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Sunday Update - August 16th

August 16, 2020 |Samuel McLaughlin
I’m typing this from the cottage right now as the sky blues above me following the brief hailstorm that just passed through. The mercurial nature of cottage weather is one of my favourite parts of the summer. I spent the past couple of weeks on a light...
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Global Insight Monthly - August 2020

August 12, 2020 |Portfolio Advisory Committee
In the August edition of RBC's Global Monthly Insight, the Portfolio Advisory Committee highlight the following: Political reality checks As the U.S. elections approach, RBC looks at how the candidates’ policy prescriptions could play out under the most...
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Global Insight Monthly - July 2020

July 14, 2020 |Global Portfolio Advisory Committee
Major economies are beginning to see a rebound in July, but obstacles towards a recovery and a normalization of global activity continue to be present. Most recently, the U.S. has begun to see a reemergence of COVID-19 infections in many southern states...
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McLaughlin Capital Management

Saturday Market Comment - Fun in the Sun Edition

June 27, 2020 |Samuel McLaughlin
Good afternoon, This past week felt like quite the bumpy ride as the market seesawed between modest gains and losses, punctuated by the sharp drop on Wednesday and the falling market today. This tug of war was somewhat fitting because it encapsulates...
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McLaughlin Capital Management

A Cloudy Outlook for Young Job Seekers

June 25, 2020 |The 10-Minute Take
The COVID-19 crisis dealt employees a serious blow, and young people have been hit particularly hard with a nearly 30% unemployment rate. The summer months – crucial for internships, seasonal work, and starting careers – might not be much better, as employers...
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Why are U.S. equities rallying while Main Street struggles?

June 08, 2020 |Kelly Bogdanova
Following the initial steep COVID-19 selloff, markets have been able regain some momentum. For instance, U.S. and Canadian indexes are up almost 40 percent since the March lows, and major European markets are up 30 percent. Equity markets are dominated...
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Global Insight Monthly - June 2020

June 03, 2020 |Sam McLaughlin
In the newest edition of Global Insight Monthly, we highlight the digital transformation in the era of COVID-19. The internet has never felt more essential. Which technologies and categories could benefit from the COVID-19 disruption? And which trends...
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Saturday update: A tentative reopening

May 23, 2020 |Sam McLaughlin

Another week in isolation, another week of my roundup of the things pushing the economic and the financial markets this past week, and the ones to come.

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Sunday update: The road ahead

May 18, 2020 |Sam McLaughlin

A summary of the economic news of the week, and a look at what the near- and medium- terms might hold for investors.

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