Blog

January 2023 Update

The new year begins with a review of 2022 - a reminder of why we can hold so much cash at a time, how interest rates and inflation have affected us, how the S&P and even the 10-year Treasury took a dive in the double-digits on a total return basis....

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December 2022 Update

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July 2022 Update

The days are longer, the weather warmer, and the market continues to cool with Wall Street closing its worst first half since 1970....

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June 2022 Update

June is racing by and the market isn't slowing down. It seems every day is a new opportunity to change our investment strategy and we aren't wasting a moment....

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May 2022 Update

April brought on market drops and unease to investors. It seems as the weather outside improves, the market does the opposite! In fact, April's candlestick had the largest bear body since the COVID-19 crash....

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April 2022 Update

Spring is upon us and with it comes a possible rise in the interest rates. BMO expects the Bank of Canada to hike rates by 50 bps at the next two meetings in April and June and then 25 bps till they reach 2.5% in April 2023....

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March 2022 Market Update

As February has proven: you never know what the day is going to bring. With the market drops, the war in Ukraine, and COVID continuing to affect our lives, there is a lot of tension and unease in the world....

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February 2022 Update

Our market update this month discusses the possible emerging bear market we could be seeing. The Tech Sector was hit considerably harder than other sectors in January - and we believe the growth is bound to slow in 2022....

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January 2022 Update

Happy New Year! We kick start 2022 with a look at the portfolio performance, and Stephen's technical comments - we believe a strong bull trading range is coming, and we explain why....

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December 2021 Update

Our final blog of 2021 sees possible sideways trading trends peeking around the corner. Stephen shares his technical comments and his interesting charts and tweets....

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