Going into 2025: Watchful, Careful, but Invested
December 20, 2024 - Chris CherepuschakIn our annual look at the markets going into the year ahead, we find ourselves in a world where there are a lot of good reasons to stay invested, but also a world where a lot of people already know all these reasons and are watching evermore intently for the initial signs that the good times are over (thus we are watchful, careful, but invested). We talk a lot about this overall environment in the video, but also on certain parts of the stock market where we still see opportunity, the distinction between the Canadian real economy and the Canadian stock market, the weakness in our Loonie, and more! But regardless of all of that, we wish you all a wonderful holiday season and an amazing 2025!
Read moreOn the other side of the election, the most interesting market isn't the stock market
November 14, 2024 - Chris CherepuschakWhile a lot has happened to, and within, various stock markets since election day in America (and we touch on that briefly at the start here), the most interesting potential opportunity going forward in our opinion lies elsewhere as participants in this other market continue to price in an outcome that is the exact opposite of what we saw happen in Donald Trump's first term as President when he went down the exact same policy path.
Read moreBehavioral Finance 101.....with our namesake!
October 16, 2024 - Chris CherepuschakAs 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 when it occurs, and why we put up with said volatility in general, is the head of Wade Wealth Management making his video debut!
Read moreTwo secular themes converge on a shuttered island + notes on commodities, China, and a historic September
October 2, 2024 - Chris CherepuschakA 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 the two major secular investment themes it encapsulates perfectly, but then we also look at commodities in general, recent announcements from China, and finally how this past September is one you've never seen before in the history of financial markets.
Read moreChecking 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.
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