Checking in at the dawn of a new era
September 19, 2024 - Chris CherepuschakWhile 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 moreWhen orderly selling becomes disorderly selling
August 7, 2024 - Chris CherepuschakIt'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 in history. That's scary on the face of it, but exciting when one looks at the average go-forward returns from such an occurrence.
Read moreWell that was quick.....
July 18, 2024 - Chris CherepuschakIn 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 no certainty of what will happen next, the brief ride so far since just last week has been historic in of itself and worth taking a look at!
Read moreAfter another great start, what's next?
July 4, 2024 - Chris CherepuschakAfter 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 to monitor.
Read moreSelectivity, size, and soft core inflation
June 14, 2024 - Chris CherepuschakThere 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 moreA new website & a new(ish) RSP cheat code
June 3, 2024 - Chris CherepuschakWe 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