Diary of a Portfolio Manager

 September 25, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “Sometimes I just can't take it Sometimes I just can't take it and it isn't alright I'm not going to make it And I think my shoe's untied (oh oh)” Coldplay, Higher Power My youngest daughter is a huge Coldplay fan. Actually...
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Diary of a Portfolio Manager

 September 12, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “Should I stay or should I go now? If I go there will be trouble And if I stay it will be double So come on and let me know” The Clash 1982 Status quo…almost The song lyrics above are asking a question that investors often...
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Diary of a Portfolio Manager

 September 08, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER Unlike the weather outside this past week, we are seeing signs of a cooling Canadian economy and this led the Bank of Canada to hold interest rates steady this week, as anticipated. Canada's GDP for the second quarter fell...
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Diary of a Portfolio Manager

 September 05, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER Just a heads up with some good news and some bad news. The bad news first. Ryan King is moving to Kingston. His better half is attending medical school at Queens University, and he will be there with her during that journey...
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