Sentiment is so negative that history suggests we could be due for a market rebound....
A secular bear market (if we get there) does not mean a straight line disaster, but instead a strategy adjustment and broadening of our investment universe will be necessary...
Market rebounded from the mid-August low. If you have cash, be patient. Wait for a bad day to invest....
Larger companies continue to outperform smaller ones. It makes sense to stay overweight them....
The market is getting oversold. When that happens, the bottom is near. Keep calm and carry on....
Risk spreads continue to shrink. A good sign for stocks....
Large companies continue to outperform smaller companies on both sides of the border....
Global markets continue to outperform Canada and the US. These indices deserve a spot in a diversified portfolio....
Large companies continue to dominate stock performance....
The banks which made the news last week (Silicon Valley Bank, Credit Swiss, First Republic Bank and Signature Bank) were underperforming the overall market since late 2021 or earlier....