Reblogged from Brintab Corp. The first quarter of 2023 had markets driven most dramatically by US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase.…
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Commentary July 2023 – Déjà vu from 2000
Posted in All Archives, Asset Allocation, Investment, Risk Management Tagged with: bear market, bonds, business cycle, canadian dollar, contrarian, correction, Counter-cyclical, currencies, economic cycle, equities, exchange rate
Commentary April 2023 – Will the Fed Pivot
Reblogged from Brintab Corp. The first quarter of 2023 had markets driven most dramatically by the US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: bonds, business cycle, canadian dollar, correction, Counter-cyclical, currencies, economic cycle, equities, exchange rate, investing, investment, investment strategy, long term bonds, long term investment, market correction, pullback, recession, stocks, volatility
Commentary October 2022 – Interest Rate Increases Start Cooling the Economy
reblogged from Brintab.com During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy. More fading of high single digit inflation is…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: bear market, bonds, business cycle, canadian dollar, contrarian, correction, Counter-cyclical, currencies, economic cycle, equities, exchange rate, investing, investment, investment strategy, long term bonds, long term investment, market correction, market timing, prudent portfolio, pullback, recession, stocks, value investing, volatility
Commentary July 2022 – Central Bankers Start Taking Inflation Seriously
reblogged from Brintab Corp. This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year. The only…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: bonds, business cycle, canadian dollar, currencies, economic cycle, interest rates, stock market cycle, stocks, tlt, tlt etf
Commentary October 2021 – Beyond Delta
reblogged from Brintab This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: canadian dollar, delta, long term bonds, rogers, snowbird
Commentary April 2021 – A World Refocusing
Reblogged from Brintab.com As the winter progressed, markets were driven more than anything by increasing signs of successful vaccine rollout and hence risk reduction in the global economy. Early in the quarter markets bounced around a bit but the month…
Posted in All Archives, Asset Allocation, Financial Planning, Investment Tagged with: capital goods, Counter-cyclical, prudent portfolio, Rogers Communications, Shaw Communications
Rainmaker or Storm-maker? Is this roller coaster coming from Trump?
Reblogged from First Sovereign Investment Management Recently we in the investment world have been coping with the uncertainty related to the combative trade negotiations between the USA and China. When faced with the Trump regime’s caustic approach to trade negotiations,…
Posted in All Archives, Investment, Risk Management Tagged with: business cycle, economic cycle, investment strategy, long term investment, market timing, value investing, volatility
4 Ways High Earners Should Adjust for New Spousal Tax Laws
In recent months the Canadian government has mused about the potential for changes in the tax code so that Canadian couples can start filing their income tax returns jointly once the budget is balanced. Most people outside the financial planning…