Welcome to our blog. We model Buffett’s approach to educating clients on the discipline of compounding wealth through value investing, not investing in things we don’t understand, avoiding noise and distractions and not being concerned if the market discounts or undervalues our companies.
Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....
Canada is poised to benefit from being at the intersection of several powerful investment themes, including energy growth, rising demand for metals and critical minerals and the buildout of AI infrastructure....
On August 22, trade negotiations between Canada and the U.S. broke down, culminating with the U.S. imposing 50% tariffs on certain Canadian goods....
Canada and the U.S. are struggling to define the next stage in one of the largest bilateral trade relationships in the world....
This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....
The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....