Checking in at the dawn of a new era

September 18, 2024 |Chris Cherepuschak
While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
Read more

When orderly selling becomes disorderly selling

August 07, 2024 |Chris Cherepuschak
It's been a tough few weeks since the middle of July, but the pain and the selling was mostly orderly in nature - that is until we got to Monday, August 5th and saw (by one measure) capitulatory selling to a degree that's only ever been seen twice before...
Read more
Well that was quick.....

Well that was quick.....

July 18, 2024 |Chris Cherepuschak
In our last video we talked about how the second half of 2024 might play out, and some things we might see along the way. Little did we know that soon after, some of those musings would start to play out very quickly and very violently, and while there's...
Read more
After another great start, what's next?

After another great start, what's next?

July 03, 2024 |Chris Cherepuschak
After another very positive first half of the year (one that was very similar to 2023), the set-up into the second half features a number of interesting factors and historical precedents all coming together to create an interesting backdrop with a lot...
Read more
Selectivity, size, and soft core inflation

Selectivity, size, and soft core inflation

June 13, 2024 |Chris Cherepuschak
There is bifurcation that is now starting to occur in the world of technology stocks, and this may have a lot to do with just sheer size. Also, another chapter has been logged in the ongoing inflation story.
Read more
A new website & a new(ish) RSP cheat code

A new website & a new(ish) RSP cheat code

May 29, 2024 |Chris Cherepuschak
We formally welcome you to our new website and invite you to learn how the best use of the new First Home Savings Account (FHSA), for those who can open one, might not be what you think.
Read more
Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more