The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Behavioral Finance 101.....with our namesake!

October 14, 2024 |Frank Wade
As we enter the home stretch of this U.S. Presidential Election, we find ourselves in an overall market environment that is both constructive but vulnerable to a surge in volatility. Here to talk about this set-up, how we deal with elevated market volatility...
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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Two secular themes converge on a shuttered island + notes on commodities, China, and a historic September

October 02, 2024 |Chris Cherepuschak
A lot gets covered off in our latest video but there's a lot going on worth covering! Our main topic looks at a story that first broke Friday, Sept. 20 involving an infamous island in the U.S. that we don't think got as much attention as it deserved given...
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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.
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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...
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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...
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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...
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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.
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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.
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